KrisD
Intuit Alumni

Education

I try to answer the education questions to help people get their full credit. The education section can be very complicated. I have voiced concern and was told that if the customer follows the Step-By-Step process, the 1099-Q is entered first, and the 1098-T later. When done in this order, the program does not default to the 10,000.

I realize you are working in the desktop program so you can adjust the allocation in Forms, but I try to answer using step-by-step instructions since this is an open forum and if someone using the online program searches with this question, they can use my answer. (online programs don't have Forms Mode)

I have worked for Intuit for 3 seasons, and I must say they really do care about the consumer. I will forward your comments to the "Higher Ups".  

Between you and I, I feel the universities should have a mandatory freshman orientation class that covers the 1098-T and available education credits.  (or provide a free parent information class)

Thank you for using TurboTax and always use Answer Exchange for any questions you might have.