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Education
There is a separate place to enter employer assistance not included in box 5 of the 1098-T.
After entering the 1098-T, you will encounter a screen "Did (student name) receive any of the following tax free benefits last year?" The fine print says "Tell us if the scholarship in box 5 of the 1098-T includes any of the following. Answer No.
Later you reach a screen "Did (student name) receive a scholarship or grant in 2022?" Answer Yes. One of the boxes is for Employer Provided Assistance. Enter the $1309 there.
For others reading this, enter only tax free employer assistance. Do not not enter amounts included in box 1 of your W-2. The law allows employer to provide up to $5250 tax free. Anything more is taxable income.
‎February 3, 2023
5:25 AM