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Level 2
posted May 24, 2020 2:50:27 PM

Does Pennsylvania have a place for reporting 1098T data?

My daughter lived and worked in RI for 1/2 of 2019.
She moved to PA to go to school and was issued a form 1098T

Boxes 1 & 6 have data.
If PA requires that information I haven't found a place to enter it in the PA for PA-40 or via TurboTax.
Is it required?

Thanks for your consideration.

0 1 490
1 Replies
Level 15
May 24, 2020 4:23:29 PM

Q. Is it required to be filed on a PA tax return?

Simple answer: No.  The 1098-T is only an informational document. The numbers on it are not required to be entered onto your tax return. However receipt of a 1098-T frequently means you are either eligible for a tuition credit or deduction or possibly your student has taxable scholarship income*. 

 

Boxes 1 & 6 have data.  I think you mean boxes 1 & 5. 

 

"She moved to PA to go to school".  Moving to another state solely for the purpose of attending school does not mean a change in state residence for tax purposes, particularly  if she is still your dependent.  Why are you preparing a PA tax return?

 

*If your student has any taxable scholarship, it will be entered on the federal return via the 1098-T. But, the 1098-T is not used to enter it on the state return.  It simply transfers to the state return via the federal AGI amount.