I have a 1098-T form. Do I need to fill out Form 8863 & Schedules 1 & 3 and upload them into TurboTax OR does Turbo Tax complete the additional Forms/Schedules based on answers provided to questions asked?
Hi @kamarch and thanks for your question!
You would answer the interview questions in TurboTax, then the appropriate forms will populate based on the information you enter. If you have the form 1098-T, you would enter the information from the form and answer additional questions about it to determine if you qualify for any of the education credits or have taxable scholarship income.
If you are claimed as a dependent on another person's tax return (such as your parent's return), then that person would enter the form on their tax return.
When you need help from a tax expert, just select the “Live Help” button, and we'll connect you. You can discuss your questions over the phone, via live chat, or via one-way video on your screen.
I hope this helps!
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Hi @kamarch and thanks for your question!
You would answer the interview questions in TurboTax, then the appropriate forms will populate based on the information you enter. If you have the form 1098-T, you would enter the information from the form and answer additional questions about it to determine if you qualify for any of the education credits or have taxable scholarship income.
If you are claimed as a dependent on another person's tax return (such as your parent's return), then that person would enter the form on their tax return.
When you need help from a tax expert, just select the “Live Help” button, and we'll connect you. You can discuss your questions over the phone, via live chat, or via one-way video on your screen.
I hope this helps!
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
Hi kamarch,
Thank you for this question. Adding my comments to others who may have answered, Turbotax will walk you through the questions concerning the 1098 T. The questions are very specific and straight forward. Should you have difficulty though, we are here to assist!
Have a Great Day!