Q. I was not asked about the amount being used for the education credit when I filled out his return,, nor when filling out mine. How can I trigger that question?
A. On the Student Information Worksheet (abbreviated Student Info Wk on the forms list), go to part VI and change line 17 (“Used for credit”) to 4000. Make the change in the first column. That will automatically change the other columns. You can use this technique in the download versions of TT.
Alternate: Some people are saying they're not getting the “Education Expenses used for a Tax Credit” screen on the dependent’s interview. Check the student information work sheet (part VI, line 17) to verify it was entered. If not, the alternate workaround is to enter $4000 less than the actual box 1 amount, when you enter the 1098-T on the student's return.
