topic Lifetime Learning Credit - EIN Required? in Education

Lifetime Learning Credit - EIN Required?

hbieker1 — Wed, 04 Feb 2026 23:19:46 GMT

My daughter attended Esthetician school in 2025 and the school does not provide 1098-T forms. They tell me other students have successfully filed their taxes with alternate documentation / statements showing tuition paid. I have asked for a Federal ID number and they did not provide that information. So my question is, should I still be able to claim the Lifetime Learning Credit by answering "No" to the question about receiving a 1098-T form? When I do that, TurboTax still forces me to enter a Federal ID and won't let me continue beyond that point.

According to this IRS website - https://www.irs.gov/credits-deductions/individuals/education-credits-aotc-and-llc "The educational institution’s employer identification number (EIN) is not required on your Form 8863."

What am I missing?

Re: Lifetime Learning Credit - EIN Required?

DaveF1006 — Thu, 05 Feb 2026 00:04:11 GMT

Yes, you can theoretically claim the Lifetime Learning Credit (LLC) without a 1098-T, but there is a major "catch" regarding the school’s eligibility that likely explains why TurboTax is blocking you.

To claim the credit, the school must be an "eligible educational institution." By law, this means the school must be eligible to participate in the U.S. Department of Education’s student aid programs (FAFSA). If a school does not have a Federal ID (EIN) or refuses to provide one, it is often a sign that they aren't an accredited "eligible institution" for federal tax purposes.

The IRS only allows the LLC for schools that are accredited and recognized by the Department of Education. Many private esthetician or beauty schools are "licensed" but not "accredited" for federal financial aid.

The Test: Search the Federal Student Aid Database (DAPIP). If your daughter's school is not in this database, you cannot claim the credit, regardless of how much you paid.

The "Other Students" Claim: When the school says other students have filed successfully, they may be right—but those students may be at risk of an audit. If the school doesn't have an EIN, they are effectively "off the grid" for the IRS education credit system.

Re: Lifetime Learning Credit - EIN Required?

hbieker1 — Thu, 05 Feb 2026 00:37:07 GMT

This is the clear answer I've been looking for. Thanks, Dave!

Re: Lifetime Learning Credit - EIN Required?

user17731643465 — Tue, 10 Mar 2026 17:48:21 GMT

Hi Dave,

A quick follow up to this. I am also trying to file using Turbo Tax and understand the information you provided above- but the IRS states there are exceptions to needing an EIN- and my case happens to fall into that. It should be possible to override the incorrect assessment of Turbotax that I must have the number. Is anyone aware of how that can be done?

Thanks

Re: Lifetime Learning Credit - EIN Required?

DianeW777 — Tue, 10 Mar 2026 18:01:52 GMT

If you do fall into a category where the IRS may not require a number, it's a situation where you will likely need to print the return and mail it. I would advise you to do that. There is no override I am aware of. It's also unusual for an accredited school not to have an EIN or refuse to provide one. They do know the IRS requirements.

I would reiterate the statement provided by @DaveF1006: You generally do not need an Employer Identification Number (EIN) for an educational institution when claiming the Lifetime Learning Credit (LLC) if the school is foreign and not required to have one, or if you can otherwise substantiate qualified expenses. However, the institution must still be an eligible educational institution.

How do I file my return by mail?

@user17731643465

Re: Lifetime Learning Credit - EIN Required?

user17731643465 — Tue, 10 Mar 2026 18:13:34 GMT

Thanks. It's the London School of Economics so definitely recognized by US Dept Education and has necessary OPEID. My point exactly: if form 8863 for Lifetime Learning Credit doesn't require the EIN (especially if indicating a 1098 T not received) why would Turbo tax get caught up requiring something that isnt by IRS law required?

Re: Lifetime Learning Credit - EIN Required?

user17748134755 — Mon, 30 Mar 2026 10:00:39 GMT

I am currently in the same position. Does TurboTax allow customers to upload supporting documentation from the university? Supporting documentation which includes an OPE ID as well as receipt of tuition paid - valid forms of confirmation when the university is not allowed to have an EIN or provide a 1098-T.

Re: Lifetime Learning Credit - EIN Required?

MarilynG1 — Mon, 30 Mar 2026 17:53:36 GMT

No, you can't upload supporting documentation into TurboTax for tuition paid. If you don't receive a 1098-T, have you entered the OPE ID number you have for the school? The IRS wants to insure that the school is accredited by requiring that info when efiling. However, you can mail your return without it.

In the Education section, at the Education Summary page, EDIT your Student and ensure the questions following are answered correctly. Continue, and EDIT your school and indicate that 'qualifies for an exception' is indicated, as reason for 'no 1098-T', then enter the ID number you have.

If using TurboTax Online, clear your Cache and Cookies and step through the interview again.

Here's more info on the Lifetime Learning Credit and a US Dept. of Education link where you can enter the OPE ID for more info.

@user17748134755

Re: Lifetime Learning Credit - EIN Required?

user17748134755 — Mon, 30 Mar 2026 21:57:10 GMT

Hello,

Unfortunately this does not work, TurboTax’s software continues to require an EIN number. The system will not let me proceed unless I input an EIN number.

@MarilynG1

Re: Lifetime Learning Credit - EIN Required?

ThomasM125 — Tue, 31 Mar 2026 18:45:38 GMT

You may be able to find the school's federal ID number by going to the state government agency website for incorporations and looking up the registration documentation for the school. The federal ID number is often listed there. The incorporation information is usually available to the public.

@user17748134755

Re: Lifetime Learning Credit - EIN Required?

user17756982254 — Thu, 09 Apr 2026 01:34:51 GMT

My daughter attended an accredited university in Wales that does participate in the U,S, student loan program and thus should be eligible for the Lifetime Learning Credit. Turbo insists on the Federal EIN even though it is not required. I can't find any way around this.

Re: Lifetime Learning Credit - EIN Required?

DawnC — Thu, 09 Apr 2026 01:44:26 GMT

You can mark the exception box. When asked if you received a 1098-T, answer NO and the exceptions will pop up. The screen will say:

They don't need a 1098-T if any of these apply:

If you or your dependent:

Haven't received the 1098-T by January 31, or by the date you file your return (whichever is later)
Requested it from your school after January 31 but before filing your return
Cooperated with the school's efforts to get it but was unsuccessful

If the school isn't required to send a 1098-T

Just make sure you have Xxxx's education expenses and enrollment documents.

Xxxx qualifies for an exception - mark this box @user17756982254

Use 99-9999999 if needed