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New Member
posted Jun 1, 2019 2:53:23 AM

How to document active duty military tuition assistance?

I went to school and used tuition assistance while active duty navy to pay for it. Should I put this down under the education portion of my tax return?

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New Member
Jun 1, 2019 2:53:24 AM

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).