topic Re: If I have two 1098T forms how do I enter both in Education

If I have two 1098T forms how do I enter both

spicy98 — Sat, 01 Jun 2019 05:05:17 GMT

Please follow the instructions below to enter both of you...

Tonita — Sat, 01 Jun 2019 05:05:20 GMT

Please follow the instructions below to enter both of your 1098-t forms:

1. Go to My Account > Tools > Topic Search

2. Type 1098t in the search box and click Go.

3. Answer Yes to Do you want to enter your higher education expenses?

If you land on the Your Education Expenses Summary screen instead, you can edit an existing student or add a new one.

4. Answer any questions that follow. After a few screens, you'll be asked Did you receive a 1098-T? Answer Yes and continue.

5. Enter your Form 1098-T exactly as you see it, even if you think it's wrong. Here are some important tips:

If any boxes on your 1098-T are blank, leave them blank. Don't enter 0 (this may cause errors later).
If boxes 1 or 2 on your 1098-T form are wrong, enter those amounts anyway. Then click What if this is not what I paid? right below box 2 and enter the correct amount of tuition paid.
Don't include grants not already listed in Box 5. We'll ask about those later.

6. When you get to the questions, Did You Go to Another School in 2016?, answer Yes.

7. After entering the school name, the next screen will ask if you received a 1098t for the second school. Answer Yes.

8. Proceed through the rest of the interview to complete your second 1098t.

Re: Please follow the instructions below to enter both of you...

LauraR1 — Wed, 08 Jul 2020 23:30:18 GMT

I am using the offline version of Turbo Tax. It does not ask if I have 1098T from more than one school. Is there someway that I can enter the 2nd form?

Thanks!

Re: If I have two 1098T forms how do I enter both

KristinaK — Thu, 09 Jul 2020 00:35:02 GMT

There are two possibilities.

1) If the same person received more than one 1098-T, then while going through the steps, you will see the question "Did [name] Go to Another School in 2019?" If you say "yes", it will offer you to enter another 1098-T. If you are not seeing it after clicking on Edit next to the existing 1098-T, you might want to delete that entry and reenter.

2) After answering all the questions related to the first 1098-T, you will get to Your Education Expenses Summary. Under the first school's information, you will see "Add A Student". Click on that blue button and it will add another student and 1098-T.

You can also add a 1098-T using Forms Mode - click on Forms in the top right corner (for Win).