trainboyd
New Member

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.