I am having this same problem with entering information for Form 1098-T: Tuition Statement ... a year later. In TurboTax Home & Business desktop version, I have filled out the section correctly (Deductions & Credits > Education > ESA and 529 qualified tuition program (Form 1099-Q)). I have double checked it and have clearly indicated that my son -- and not me or my wife -- is the student ... and it even mentions my son's name in the follow-up screens. However, when I run "Smart Check" I get these two error messages:
-- "1098-T Wks (XX University): A link to the Taxpayer or Spouse Student Worksheet must be made if the student is the taxpayer or spouse, or link to a dependent below if one of them is the student."
-- "1098-T Wks (XX University): A link to a Dependent Worksheet must be made if the student is a dependent, or link to the taxpayer or spouse above if one of them is the student."
I have tried multiple times deleting my son as a dependent AND deleting the 1098-T form -- and re-entering them both. I have also tried closing and restarting TurboTax after I delete both of the forms, thinking this could be a cache issue. Regardless of my troubleshooting, I continue to get this error and my 1098-T does not get filled out correctly for filing purposes.
Please help! Thanks!
