Hal_Al
Level 15

Education

Delete 1098-T: Go through the entire education interview until you reach a screen titled "Your Education Expenses Summary".  Click delete next to the student's name.  

 

 @Mango-muncher  said: "I need to have the educational expenses accepted as I have a 529 withdrawal which needs those to justify the withdrawal."

 

No, you don't, unless you know that a portion, of the 529 distribution,  is taxable.  When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms.

 

If you want to do it anyway (e.g. you want the TurboTax (TT) work sheet showing it's not taxable, for your own records) there are couple of work arounds (I'd do #2):

 

1. The requirement for the school's ID # and address and zip code are only to fill out for 8863 for the tuition credit. Since you're not claiming the credit, you can use any zip code and a made up EIN.

2. Instead of entering the educational expenses in the education expenses section, enter it in the 1099-Q section of TT. The workaround is: when asked who is the student, check "someone not listed here" (Lying to TurboTax to get it to do what you want does not constitute lying to the IRS). On the next screen, enter the real student's name.  This will eventually give you one simple screen to enter all expenses.