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It depends. Are your parents claiming you or are you claiming yourself? Parents claiming - determine how much tuition they are using and what you need to claim. Parents not claiming -   If your box 5/ stipends equals or less than box 1. No need to report unless you are filing for the education credit. If box 5/ stipends  greater than box 1, you have income that needs to be accounted for or taxed. You may have to add your stipend to box 5 to account for it. See What You Need to Know about AOTC and LLC to determine if you qualify for an education credit. Next, check to see if your stipend is restricted to tuition or can be used for room and board. If it can, you can move numbers around to get the Lifetime Learning Credit.  For example: Box 1 $25k and box 5 is $40k. You need $10k for tuition, this leaves $15k available to be covered by scholarships. $40k scholarships used $15k for tuition, then remainder, $25k went to room and board. Check form 8863 for education credits. Adjust numbers for room and board to maximize your refund. This is allowed. The IRS has a great brochure that explains how scholarships and tax credits interact.

You could try logging out of the program, and clearing your cache and cookies.  Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cookies.   You may also try using another browser.   If you need to get back to the TurboTax screens where you add your Form W-2 you can do the following:   If you are using TurboTax Online  you can: Sign into your return Click on" Pick up where you left off" Click "Search" at the top right of your screen In the search box, type "W-2" Click on "Jump to W-2"                Click on "Add a W-2" Select "Type it  in Myself"   Follow the TurboTax screens and answer all follow-up questions If you are using TurboTax Desktop, you can: Open or continue your return Click "Search" at the top right of your screen In the search box, type "W-2" Click on "Jump to W-2"               Your screen will say "We'll start with your W-2", click the box "Work on my W-2" want to file Your screen will say "Let's Start With a Bit of Info From Your W-2" , enter your Employer ID from Box b of your W-2" Click on "Continue" Select to type in your Form W-2. Follow the TurboTax screens and answer all follow-up questions.   Click here for additional information regarding editing your Form W-2.   Click here for additional information on importing your W-2.    Click here for additional information on manually entering your W-2.

Provide the following info for more specific help: Are you the student or parent. Is the  student  the parent's dependent. Box 1 of the 1098-T box 5 of the 1098-T Any other scholarships not shown in box 5 Does box 5 include any of the 529/ESA plan payments (it should not) Is any of the Scholarship restricted; i.e. it must be used for tuition Box 1 of the 1099-Q Box 2 of the 1099-Q Who’s name and SS# are on the 1099-Q, parent or student (who’s the “recipient”)? Room & board paid. If student lives off campus, what is school's R&B on campus charge. If he lives at home, the school’s R&B “allowance for cost of attendance” for student living with parents. Other qualified expenses not included in box 1 of the 1098-T, e.g. books & computers How much taxable income does the student have, from what sources Are you trying to claim the tuition credit (are you eligible)? Is the student an undergrad or grad student? Is the student a degree candidate attending school half time or more?

Yes, you can start your taxes in TurboTax Online and then download the TurboTax Desktop software and use the license code that you purchased at Costco.   Please see this TurboTax Help Article for instructions: How do I switch from TurboTax Online to TurboTax Desktop?