Hal_Al
Level 15

Education

Usually, your 1098-T would have  all the tuition paid ($9216) in box 1.  If you put the $5250 under the employer provided assistance, that's all that is needed.  TT should use the difference to calculate the LLC.

 

The school may or may not have put some or all of the $9216 your employer actually paid in box 5 of the 1098-T.  In that case you have to use a workaround.  I would leave box 5 blank, when you enter the 1098-T.

 

The 1098-T is only an informational document. The numbers on it are not required to be entered onto your tax return. However receipt of a 1098-T frequently means you are either eligible for a tuition credit . 

If you claim the tuition credit, you do need to report that you got one or that you qualify for an exception (the TurboTax interview will handle this)

You claim the tuition credit,  based on your own financial records, not the 1098-T. In the 1098-T screen, click on the link "What if this is not what I paid the school" underneath box 1. You will then be able to enter the actual amounts paid. You will also reach a screen that allows you to adjust the scholarship amount for "amounts not awarded for 2022 expenses".

Or if you find it easier, just change the numbers in boxes 1& 5 to what your records show. The 1098-T that you enter in TT is not sent to the IRS.