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Q. Will I technically "qualify" for the education assistance credits (Lifetime Learning Credit*) and receive a sizeable refund, but then deal with the tax consequences later?  A. No. Since you know it's covered by tax free benefits, the timing of the reimbursement does not create a loop hole. This situation is specifically covered in Publication 970.    Q. Will I just have to owe the taxes on the excess tuition reimbursement I receive in 2029?  A. No, as long as it's reported in box 14, not box 1 of your W-2.  Box 14 is only informational. TT does not enter it as income.    Q.  Do I report the tuition assistance in 2025.  A. You don't report or enter it, in TurboTax. But you do treat it as received for purposes of the 1098-T.    *Grad students aren't eligible for the American Opportunity Credit

I have been at this for 3 days.  I cannot seem to delete or the error from the final review of my federal form: k1 Net Income allocable to qualified payments from agriculture or horticulture coop.  I keep putting in 0.00 but the form does not take it.

Hi, This solution isn't working for me to view my extension -- the system is re-routing me to input all my federal return information before I can view the PDF of the extension where the replier said I could view the scheduled payment. Are there other ways to view the scheduled payment that do not involve submitting the rest of my return? 

You can file an extension, which will allow you to file until October 15, 2026.   This is an extension to file your tax return, not an extension to pay your taxes. You must estimate your taxes due and pay them by April 15, 2026 to avoid penalties and interest.   You can use TurboTax to e-file an extension by clicking here.  

You can file an extension, which will allow you to file until October 15, 2026.   This is an extension to file your tax return, not an extension to pay your taxes. You must estimate your taxes due and pay them by April 15, 2026 to avoid penalties and interest.   You can use TurboTax to e-file an extension by clicking here.  

You entered something that triggered that.  Say no when asked if you had educational expenses, unless you need to report scholarship income.    At the education summary screen click on the trash can to delete what you previously entered.    Here's a post on the five main points on form 1098-T: https://ttlc.intuit.com/community/college-education/discussion/re-what-do-i-do-with-form-1098t/01/3760212#M63114 TurboTax support article on the 1098-T https://turbotax.intuit.com/tax-tips/college-and-education/guide-to-tax-form-1098-t-tuition-statement/L3SqH8fg0

You can file now then amend your return when you receive the last W-2.   However, filing an amendment may be a hassle, as the IRS may take up to 8 weeks to process your amended return, and you may file an extension.   This is an extension to file your tax return, not an extension to pay your taxes. You must estimate your taxes due and pay them by April 15, 2026 to avoid penalties and interest.   You can use TurboTax to e-file an extension by clicking here.