Hal_Al
Level 15

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.