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1098-T and other expenses
My son got a 1098-T from his college. In TurboTax, I entered the amount in Box 1 - "Payments received for qualified tuition and related expenses." When I had finished entering the form, our refund jumped about $800.
Then on a subsequent page, TurboTax asked about his other education-related expenses: required books, optional books, course fees, etc.
I am fairly sure the amount on the 1098-T includes most of those expenses, since we paid them directly to the college from our 529 plan. I entered the separate amounts when TurboTax asked, though, and our refund jumped again.
Are those amounts really separate? Or should I remove them, since they're already in the 1098-T? I don't want to claim the same expenses twice.
Thank you.
March 15, 2026
1:35 PM