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Education
You can enter your expenses in the Education section. You will still be able to enter your expenses with out without a 1098-T form. When you have your return open, search for education and use the Jump to education link to be taken to the Education section. If the school is not required to send you a Form 1098-T, mark the box for the exception when you come to that question. You do not need the EIN number of the school to claim the Lifetime Learning Credit - it is only required for the American Opportunity Credit. Enter your $3000 under tuition expense when you get to that screen.
One of the advantages of the Lifetime Learning Credit is that you can take the credit every year for higher education, as long as you meet all of these qualifying requirements:
- You, your dependent, or a third party paid qualified education expenses for higher education
- The qualified education expenses were for an eligible student
- The eligible student is you, your spouse, or a dependent on your tax return
- For the full credit, your 2021 MAGI (modified adjusted gross income) is less than $80,000 ($160,000 if you are filing jointly)
- For a reduced credit, your MAGI is between $80,000 and $90,000 ($160,000 and $180,000 if you're filing jointly)
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