turbotax icon
turbotax icon
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Yes No
Education
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
or Ask a Question

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
KarenL
Employee Tax Expert KarenL ‎Posted March 13, 2025
2
0

Can I enter scholarship income without entering 1098-T. Can't enter 1098-t for free version but box 5 exceeds box 1 on 1098-t

timtez
timtez ‎Posted 2 hours ago | Latest post an hour ago by Hal_Al
0
2

1098 T for Graduate Student on Stipend

My daughter is a graduate student on stipend. She receives a 1098 T that includes Tuition paid and Grant/Scholarship distributed. Turbotax takes the full Grant/Scholarship distribution, substracts the tax-free tuition paid, and uses the result as tax... read more
rjabara
rjabara ‎Posted Sunday | Latest post 3 hours ago by rjabara
0
4

I have been making payments through a payment plan (1098-T) but have not been a student since 2024. Can I still get a tax break?

Rileybanaszak
Rileybanaszak ‎Posted 5 hours ago | Latest post 5 hours ago by Hal_Al
0
2

Turbotax is saying someone else can claim me on their taxes in regards to education credits, but that is not the case. How do I fix this?

Parents have claimed me for the past 3 years on taxes and this is my first year filing alone.
princesslizzy5
princesslizzy5 ‎Posted 6 hours ago | Latest post 6 hours ago by Hal_Al
0
2

Education Distribution bug when entering 1099-Q

If the name of the Payer on the 1099-Q form has a number in it, ex. "State of Rhode Island CollegeBound 529", you will get a error message that the distribution information does not sum correctly "Your box 1 gross distribution must equal the sum of b... read more
stephensjones
stephensjones ‎Posted January 31, 2026 | Latest post 11 hours ago by Hal_Al
2
8

Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee 1099-Q with Box 4b (QTP to Roth IRA transfer) checked

I have a 1099-Q with Box 4b (QTP to Roth IRA transfer) checked, reflecting a SECURE Act 2.0 Section 126 529-to-Roth IRA rollover. TurboTax currently shows a 'Check This Entry' error saying the program hasn't updated to support this yet — can you prov... read more
v64checks
v64checks ‎Posted Sunday | Latest post yesterday by v64checks
0
7

Hawaii N-15 Line 7 is not calculating correctly

I'm filling out Hawaii Form N-15 (partial-year resident, moved mid-year) and TurboTax is pulling in the wrong number for Line 7, Column A: Total Income (wages, salaries, tips, etc.). It is using my total federal wages (line 1 on my Hawaii W-2 + line ... read more
jwdf
jwdf ‎Posted a week ago | Latest post yesterday by jwdf
0
5

Education Expenses

I have two dependents in college. With one, the list of non-tuition expenses includes other categories, including room and board, computer, and software and internet services. With the other, all is lists "Required books" and "Optional Books", and no... read more
user17744001788
user17744001788 ‎Posted yesterday | Latest post yesterday by Hal_Al
0
1

Turbo Tax is not allowing me to input qualified education expenses from my 529 plan withdrawals.

Background. I have had 529 plans for my daughters for 25 years and have used Turbo Tax for about 30. The last 10 years I have entered qualified education expenses from 529 withdrawals into Turbo Tax with no big issues. This year, I input the 1099-Q i... read more
Chrisgmitchell
Chrisgmitchell ‎Posted January 31, 2026 | Latest post yesterday by Hal_Al
7
116

For the Illinois state return, what do they mean by distributions from college savings plans. Is this what was withdrawn to cover college tuition for the year?

bkay34
bkay34 ‎Posted yesterday | Latest post yesterday by MaryK4
0
1

How do I add multiple 1098-t for the same student? It's not giving me an option to add for the same student.

pbillan
pbillan ‎Posted yesterday | Latest post yesterday by DawnC
0
1

529 contribution made in 2024 or earlier?

Hi, this came up in the review of our Pennsylvania state return. It refers to a distribution from our TAP 529 plan for our son's education expenses. I don't know what it is asking. What is "Nonded contrib - taxpayer?" The form view blank is highlight... read more
trainboyd
trainboyd ‎Posted yesterday | Latest post yesterday by MarilynG1
0
1

small claims judgment not paid by defendent

I was awarded judgment in small claims court which defendant has not paid
mfemerson50
mfemerson50 ‎Posted yesterday | Latest post yesterday by MinhT1
0
1

Turbo tax says my child owes taxes based on 1099-Q from a 529 distributions. But all funds were used for qualified expenses. What am I doing wrong?

I've put all the information from form 1099-Q (payment from qualified education programs) into turbo tax and followed every prompt. I've double checked each question set. Nowhere does it give me an option to state that the funds reported on 1099-Q we... read more
cdc7295
cdc7295 ‎Posted April 8, 2024 | Latest post yesterday by MarilynG1
2
17
Load More

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
message box icon

Ready to start your taxes?

Hand off your taxes, get expert help, or do it yourself.

See Pricing
Top Contributors
View All
Meet your expertsAll Experts >
MelindaS1
Technical tax professional, Certified Public Accountant, happy to help.
CesarJ
EA , Master's of Taxation
RogerD1
I am in my 13th season as a tax professional and my 10th season as an enrolled agent
LaShaunA3
Enrolled Agent with 13 years of experience helping individuals and business owners navigate the tax code. I en...
ReneV4