KrisD15
Expert Alumni

Education

If you used a distribution (1099-Q) to pay for tuition (1098-T) you cannot enter the 1098-T alone since it will show expenses (BOX 1) but not the distribution. You would need to reduce Box 1 on the 1098-T by the amount of the distribution.

 

Please read IRS Pub 970, it is easy to read and has some great examples. The IRS wants you to get the credit if you can, the difficulty is that you can move expenses and aid around to best fit your situation, and every situation is different. 

 

@taxmom42 

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