Hal_Al
Level 15

Education

Q. How do I enter the taxed reimbursement?

A. It is already (usually) included in box 1 of your W-2 and is not entered anywhere else. It's essentially "your money" and not tuition assistance, for tax reporting purposes. 

 

Q. Do I enter the 1098-T?

A. Yes. Since the taxed part is essentially you paying tuition, you are allowed to claim the tuition credit, based on the taxed part. 

 

Q.  How do I enter the non tax part?

A.  After entering the 1098-T, follow the interview. You will eventually be asked about employer assistance. Enter only the untaxed part (usually $5250). 

 

If your employer paid the money directly to the school, the school may have, erroneously, entered the money in box 5 of the 1098-T.  Verify if that happened, if so don't duplicate the entry, If the school also included the taxed part, you will need to change the box 5 amount, when you enter it in TurboTax.