KrisD
Intuit Alumni

Education

Yes, enter the 1099-Q (if there is one for a college savings fund) and the 1098-T on your return. 

This is entered under Education in the Deductions & Credits section of the Federal return. 

Continue through all the interviews. Be sure you go through the "Education Information" interview.

You'll know you've finished when you get to "Maximize My Education Tax Break"

The program should select the credit that gives you the best tax break. 

Please review by going back through the "Education Information" interview, on the last screen the program will say how much of the expenses are being allocated to a credit. If you are eligible for the American Opportunity Tax Credit, make sure the allocation is at $4,000 and if not change it to 4,000 and again click "Maximize My Tax Break" 

You can also switch to Forms and look at line 17 of the "Student's Wks"

If the student needs to claim income in order for you to get a credit, your program will tell you what the student needs to claim on the student's return (if any). 

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