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Education
Thanks for checking me on that. I was wondering whether that worksheet actually gets submitted along with the return. Based on your input, I did a deep-dive, and it appears that you are correct - the IRS doesn't see anything different between the override method vs. the omission method. At least now it will be in my documents as a record. Your way is a lot simpler and more direct.
That leaves me to wonder by TurboTax doesn't handle this more gracefully. By default it wants to charge tax and penalties after the user enters the info that it asks for, even when the expenses are fully qualified. I hate to think how many people pay extra tax each year because they don't know better.
‎February 8, 2026
10:13 AM
13,036 Views