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Returning Member
posted Mar 23, 2020 4:44:54 PM

1098-T for 2018

My 1098-T from 2018 had my summer 2018, fall 2018, and spring 2019 semesters listed. I received tuition reimbursement for all these semesters, fall 2018 and spring 2019 reimbursements weren't until 2019. My spring 2019 tuition was also paid for in 2019. How do I go about putting this on my tax forms? My preparer from last year said they cancel each other out and don't need to be listed. If my tuition reimbursement is not reported in my wages on my w-2 do I need to file it under the education portion where it asks about employer assistance? Even though I'm not reporting the tuition expenses? 

 

If they do cancel each other out- do I still say "yes" to receiving employer assistance for 2019?

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1 Replies
Expert Alumni
Mar 24, 2020 7:32:19 AM

If you did not receive taxable assistance and you did not have additional expense out of pocket for which you wish to claim a credit or deduction (they do, indeed, "cancel each other out"), then no, you do not need to list anything on the tax return.