MeganS
New Member

Education

Use the steps below to go directly to the 1098-T area in the program.

1.Open (continue) your return in TurboTax, if it's not already open.

2. In the search box at top left enter 1098-T and then click the Jump to 1098-T link in the search results.

3. Answer Yes to Do you want to enter your higher education expenses?

  • If you land on the Your Education Expenses Summary screen instead, you can edit an existing student or add a new one.

Enter your Form 1098-T exactly as you see it. Here are some important tips: If any boxes on your 1098-T are blank, leave them blank. Don't enter 0 (this may cause errors later).If boxes 1 or 2 on your 1098-T form are wrong, enter those amounts anyway. Then click What if this is not what I paid? right below box 2 and enter the correct amount of tuition paid.

 To enter form 1099INT follow these steps:

1. Sign into your account and continue your current return

2. Select TaxTools on the bottom left and then Tools (see attached tax tools)

3. Select Topic Search (see attached)

4. Search for 1099INT and then select go

5. This will take you to a page that says Did you receive any interest income? Follow this interview to enter the information from your 1099INT