Issues with form 1098-t

Forum|Forum|6 years ago
February 15, 2020
1 reply
21 views

I was filing my taxes for 2019 and was able to add in my W-2's and my form 1098-T. I was able to complete the federal part of my return but once I started to fill out the state part my form 1098T appeared as income and was asking for an employer and was being filed as a W-2. I have started over my return about 2 times thinking I was entering something wrong but I have been following the steps and making sure that I am filling out the write sections. I would just like some clarification into why it may be appearing as a W-2 towards the end.

TurboTax Free Edition Online

Best answer by JotikaT2

It should not show up as a W-2 Form at the end.

I noticed you are using the Free Edition of the software. The Free Edition only supports W-2 income and the Earned Income Credit.

To claim your education credits as reported on Form 1098-T, you need to upgrade to the Deluxe version. The Deluxe version will generate the forms you need to claim the education credit.

JotikaT2

Answer

Employee Tax Expert

It should not show up as a W-2 Form at the end.

I noticed you are using the Free Edition of the software. The Free Edition only supports W-2 income and the Earned Income Credit.

To claim your education credits as reported on Form 1098-T, you need to upgrade to the Deluxe version. The Deluxe version will generate the forms you need to claim the education credit.

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centenom1234Author

Level 2

Thanks for the help, I upgraded to the deluxe version but I still happen to have the same issue. Once I get to the State taxes, both my jobs appear but there is also a scholarship and grant section. In that section, it has taken my form 1098-T and converted it to a W-2 and is requiring me to fill the rest out but I'm confused about how to do that or if I made a mistake along the way.

JotikaT2

Employee Tax Expert

Go back into the federal section of the program.

Select Income & expenses
Select Job (W-2)
Review the list of your W-2s here. If you see the 1098-T information listed here, delete that item by clicking on the trash can to the right of the applicable line.

This should ensure only your W-2 is being reported as income.

Next, proceed to the Deductions & Credits section.

Select Expenses and Scholarships (Form 1098-T).

I recommend deleting existing input which you will see under Your Education Expense Summary.

Delete student info