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 entered my 1098-t education expenses but it says I do not qualify for an education tax break because "There were no net qualified education expenses". Why?

Do I report my 2023 student loan discharge amount on this years NC tax return

How can I get the EIN or Tax ID number of a Foreign University which is eligible for FAFSA and has a Federal school code?

My wife studies in the University of London - London School of Econ's distant learning program. We paid tuition in 2018. The University is eligible for FAFSA and has the following school code: G06693. However, the University did not send us a 1098-T.... read more

Parent is recipient of 1099Q distribution that was used to pay child dependent beneficiary qualified education expenses. TT-2025 appears to incorrectly calculate the distributation as taxable..

The parent took a distribution from their 529 account (parent is the account owner) in 2025 to pay their dependent child beneficiary's qualified education expenses, for example college tuition. The dependent child is named as the beneficiary on the 5... read more

Unable to get TurboTax to ask me about qualified education expenses when reviewing a 529 plan distribution

Form 1098T, Education Tax Credit and Dependency Determination

Hello. I have some questions regarding Form 1098-T and student dependency. I apologize in advance for my lengthy post as I was trying to provide sufficient background. Our son is a full-time student (under 24) who received a 1098-T for 2025: Box 1-Qu... read more

Hoe can I correct the error on form 1099-Q. "Line D filed should not be linked to a Qualified Education Expenses Worksheet"?

I'm filling out the section in my tax form that says "did you have educational expenses" does this refer to just myself or would it also include my dependents?

My son is nondependent who files own income tax. We withdrew 529 funds and used for his education. On which tax return does the 1099-Q and 1098-T go on? His or mine?

1098-T in 2025 & TT request for 2024 data

Trying to complete taxes but this has had me stumped for the last week. I've entered the 2025 1098-T data for my 2 college students (both dependents), finished up the taxes (I thought), then I go to Smart Check and it asks for 1098-T data from 2024. ... read more

How to enter 1098-T?

Is anyone having an issue with adding a 1098-t for their student?

Stuck. I got a 1099-Q in my name, which I then paid for my students college. However my student is not on my tax return. TT only lets me pick from dependents I claim

If I pick myself as student, TT is trying to make the qualified education expense taxable. I cannot pick the actual student as the beneficiary, because they are on my ex wife's tax return

I was a full time student for half the year, being supported by my parents. I started my first job in August and have supported myself since. Should I file as a student?

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Education: Deductions, Credits, and Answers

I entered my 1098-t education expenses but it says I do not qualify for an education tax break because "There were no net qualified education expenses". Why?

Do I report my 2023 student loan discharge amount on this years NC tax return

How can I get the EIN or Tax ID number of a Foreign University which is eligible for FAFSA and has a Federal school code?

Parent is recipient of 1099Q distribution that was used to pay child dependent beneficiary qualified education expenses. TT-2025 appears to incorrectly calculate the distributation as taxable..

Unable to get TurboTax to ask me about qualified education expenses when reviewing a 529 plan distribution

Form 1098T, Education Tax Credit and Dependency Determination

Hoe can I correct the error on form 1099-Q. "Line D filed should not be linked to a Qualified Education Expenses Worksheet"?

I'm filling out the section in my tax form that says "did you have educational expenses" does this refer to just myself or would it also include my dependents?

My son is nondependent who files own income tax. We withdrew 529 funds and used for his education. On which tax return does the 1099-Q and 1098-T go on? His or mine?

1098-T in 2025 & TT request for 2024 data

How to enter 1098-T?

Is anyone having an issue with adding a 1098-t for their student?

Stuck. I got a 1099-Q in my name, which I then paid for my students college. However my student is not on my tax return. TT only lets me pick from dependents I claim

I was a full time student for half the year, being supported by my parents. I started my first job in August and have supported myself since. Should I file as a student?

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