Massachusetts tuition deduction

[mwt]

I was an undergrad in the spring then graduated and then was a graduate student in the summer while at the same Mass. university.  The 1098T shows total tuition paid in 2021 for both degrees and box 9 is checked that I am a graduate student in 2021.  However, I was only a grad student in the 2nd half of the year.  Because box 9 is checked, turbotax assumes I was a graduate student for the entire year, and therefore will not calculate the state tuition deduction (which is only allowed for undegrad tuition).  Should I just override (i.e., say the box is unchecked) and then type in the undergrad portion of my tuition?

[KrisD15]

Yes 

Additionally, the total tuition (both under grad and grad) would be eligible for a Federal Education Credit as expenses for the first four years of a degree (if you meet the other requirements for a credit). 

If you are eligible for a credit, you would uncheck that box, and compute the federal credit.

You would need to adjust the amount for the state since the state will recognize the undergrad expense only.

According to the IRS:

"Example 2. After taking classes at College V on a part-time basis for a few years, Shelly became a full-time student for the 2021 spring semester. College V classified Shelly as a second-semester senior (fourth year) for the 2021 spring semester and as a first-semester graduate student (fifth year) for the 2021 fall semester. Because College V didn't classify Shelly as having completed the first 4 years of postsecondary education as of the beginning of 2021, Shelly is an eligible student for tax year 2021. Therefore, the qualified education expenses paid for the 2021 spring semester and the 2021 fall semester are taken into account in figuring the American opportunity credit for 2021."

RS Pub 970

[mwt]

That's what I'll do!!  Thank you so much for your help!  I really appreciate it.