Student Loan & Education Tax Topics

Education

Education: Deductions, Credits, and Answers

There’s no doubt about it, education tax benefits can make a huge difference in your refund. The American Opportunity Tax Credit (AOTC) typically offers the largest tax break. But if you don’t qualify for that, there’s always the Lifetime Learning Cr... read more

I cannot pay this tax liability how can I prove a hardship

How do I claim a hardship?

How can I check the box on line 6 below each named dependent identifying each as a Full-Time Student?

TurboTax does not prompt me to ask whether they are full-time students.

I'm getting stopped from information on my 1098-T (education expenses) not matching with education reimbursement from work (earned income). Box 5, Line A

How do I reconcile my W2 and 1098-T forms?

Resident alien

Im hoping you can clear some stuff for me. So i came here in 2019 on J1 visa -> until dec 2021. Then i switched to F1in 2022 and am here until now on F1. I didn't leave the US since I got here in 2019. I have trouble figuring out if i am non-resident... read more

enrollment status needed

2025 AOTC, Scholarship, and 529 Plan

Hi! I spent many hours researching and reading discussions about AOTC. I found most of my answers in TurboTax community. I just want to know if I did my taxes correctly. I'm using the desktop version of TT.Sorry! A little long but I wanted to provide... read more

LLC education credits and dependency

My daughter (18 year old full time college student) has earned income in 2025 where she needs to file her own taxes. She checked the box "someone else can claim me on their tax return" in Turbotax and selected "someone else will not claim me in 2025"... read more

I have two college students and want to claim the AOC for one and the LLC for the other. TT keeps forcing the AOC for both. How do I override TT to claim the LLC?

I don't want to claim the AOC for one student as they are still in High School (but taking college classes) and have many years of college ahead. AOC is capped at 4 years, LLC is unlimited in years.

Education Credits Form Question: Uncommon situations in 2025

I pay my kids tuition and take the credit for tax purposes. I'm thrown off by the below question because I have claimed the credit in a previous year so I don't consider this "uncommon". In 2025, I filed my 2024 tax and claimed the credit. I will do ... read more

I'm getting error 'Person on the Return Worksheet:Enrollmentstatus must be entered'. Online version. This person is not a student. Where can I update the form?

I tried to update in 'My info' but student information is not there. This person is not listed on a 1098-t.

529 distribution for professional credential expenses

Legislation change: Signed into law on July 4th, 2025, the OBBBA initiated 529 plan rule changes that include an expansion in the definition of qualified expenses. Many credential programs (such as a CPA exam) are now qualified. Question: Where and h... read more

Can anyone help me understand why simple 529 plan fund transfer to another 529 plan program turns out taxable income?

I transfer the whole amount from Washington state GET to 529 plan in 60 days. This is direct trustee to trustee transfer, but TurboTax shows taxable income. 'Trustee-to-trustee transfer' option checked, but changed my taxable income. Why is it?

1098-T Form for dependent has excess scholarship in Box 5. Unable to account for the excess.

My dependent kid's 1098-T has box 5 > Box 1. All the bright future amount was paid directly for Tuition and Fees. She had an expense (For a trip) that she got refunded as Financial aid refund ($500) after she had paid out of pocket. That leaves out @... read more

Post-9/11 GI Bill & 1098-T

I am currently a graduate student in a program that provides a tuition waiver in exchange for my work as a graduate teaching assistant. I received a 1098-T that has amounts listed in Box 1, Box 5, and has Box 8 and Box 9 checked. I'm also a veteran u... read more