ToddL
New Member

Tax help for military filers

If you are completing the Education interview and the Tuition Assistance was applied towards qualified education expenses, then you would report the assistance on your tax return.

Did you get a Form 1098-T?  Check with the school to see if the tuition assistance was included in Box 5 of the 1098-T. 

If it was included in Box 5 of the 1098-T  and used for qualified education expenses (e.g. tuition), indicate that in the subsequent interview screen (see attached screenshot).

If it was included in Box 5 of the 1098-T and not used for qualified education expenses (e.g. stipend), indicate that in the subsequent interview screen (see attached screenshot).

If it was not included in Box 5 of the 1098-T and used for qualified education expenses (e.g. tuition), indicate that in the subsequent interview screen (see attached screenshot).

if it was not included in Box 5 of the 1098-T and not used for qualified education expenses (e.g. tuition), indicate that in the subsequent interview screen (see attached screenshot).