DawnC
Expert Alumni

Education

Not in the 2023 return, see the help article below.   If you have education credits on your 2022 return (Form 8863), and you are using the 2022 software, the information from any 1098-T used to calculate that credit should be there.   If the 1098-T information wasn't used, it would have been removed from the return.  

 

When you are preparing the 2023 return, and you transfer in your 2022 tax file, only 1099 payer information (no amounts) will be seen.   Although you may see prior year amounts on summary screens throughout preparing the 2023 return.    What information transfers in from a previous year tax file when starting a new return this year?

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