SabrinaD2
Expert Alumni

Education

*If you haven't received your 1098-T form, you can still file your taxes in TurboTax by manually entering your education expenses. Here's how:

Finding Your Educational Expenses

  1. Check your school's billing statements or online student account for tuition and mandatory fees.
  2. Gather receipts for books, supplies, and equipment required for your courses
  3. Include any other expenses required for enrollment or attendance, such as student activity fees

Entering Expenses in TurboTax

  1. Log In: Sign in to TurboTax and open your tax return.
  2. Open or continue your return.  Be sure you are signed in for link in Step 3 to work.
  3. Navigate to Form 1098-T:
    • TurboTax Online/Mobile: Go to 1098-T 
    • TurboTax Desktop: Select Search Topics. Search for and select Form 1098-T..
    • Choose Education and then Expenses and Scholarships (Form 1098-T).
  4. Enter Expenses Manually:
    • When asked if you received a 1098-T, select No.
    • Enter your qualified education expenses manually

For more details, check these resources:

*Note if your school issued a 1098-T they also sent a copy to the IRS and your amounts may differ from the amounts reported due to timing differences, adjustments, or other factors. There is a risk of not waiting for the 1098-T, as you might miss out on important tax credits or deductions, or report incorrect information to the IRS.

 

Also see post from @Hal_Al as expense must from an eligible institutions.