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

How do I receive credit for the $804.00 that I paid in 2025 for school district 2101

Turbo Tax shows a balance due of $823.00 for school district 2101. I paid $804.00 in year 2025. where do I post this in Turbo tax?

Does one need a 1098-T against a 1099-Q for paying off a daughters student loan? TT appears to require it. Thanks

Is there a way to change the address information on the 1098-t tuition statement it shows incorrect and stops me from filing

Why doesn't turbotax allow me to enter qualified education expenses like room & board? is their a problem with the software?

It allows books and supplies to be entered if charged by the institution, and indicates other expenses can be entered later, but it never then prompts for other expenses before moving out of the 1098-T and 1099-Q sections in the online version.

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where do you enter room and board expenses for a college student to help offset the tax on 529 distribution?

1099-Q Questions and Conclusions are Botched by TurboTax

Despite the fact that it is unnecessary to file Form 1099-Q, TurboTax nevertheless invites the User to an interview regarding it, and then incorrectly leads to the conclusion that distributions are TAXABLE (when they are NOT). This happened to me des... read more

Paid money to a college to earn a CNA certificate but I don't have a 1098T form. I got a receipt only. Can I deduct that as college expense?

Second notice issue question on 2024 tax return

I was checking IRS wage transcript for 2024 (filed in 2025) and it shows "second notice issued" on one of the form 1099 INT. There are no notices online and tax status / audit reports are clear. I did confirm that i submitted this 1099 on tax return ... read more

1098-E after refinancing with another company

Hi so I received my 1098-E with a 13.6k difference between what they claim I have for interest paid and what I calculated from my bills. I have called and asked for a corrected form several times. This last time, the customer service woman told me th... read more

Student Internship reported on 1099 MISC

The question of how to report a stipend from a student summer internship has been addressed multiple times but I can find no clear answer. A 10 week summer internship at a national lab provided a 1099 MISC as a stipend, and while I know how to get ar... read more

why TurboTax does not show "room and Board" for education expense? I have inputed 1099-Q and 1099-T, but the "Room and board" question/section never showed up.

I have inputed 1099-Q and 1099-T, but the screen a screen that asks: "Did [Child's Name] pay for books or materials to attend school?" never showed up. As a consequence, i cannot input the "Room and board" . how to make it to show this screen/section... read more

With Turbotax online: The 1098-T only shows tuition (and some fees) but Turbotax adding tax, where do you enter room and board which was covered with a 529 withdrawal?

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

What needs to be done to populate the K-12 Education Expense Credit Worksheet for my IL 1040?

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Education: Deductions, Credits, and Answers

How do I receive credit for the $804.00 that I paid in 2025 for school district 2101

Does one need a 1098-T against a 1099-Q for paying off a daughters student loan? TT appears to require it. Thanks

Is there a way to change the address information on the 1098-t tuition statement it shows incorrect and stops me from filing

Why doesn't turbotax allow me to enter qualified education expenses like room & board? is their a problem with the software?

where do you enter room and board expenses for a college student to help offset the tax on 529 distribution?

1099-Q Questions and Conclusions are Botched by TurboTax

Paid money to a college to earn a CNA certificate but I don't have a 1098T form. I got a receipt only. Can I deduct that as college expense?

Second notice issue question on 2024 tax return

1098-E after refinancing with another company

Student Internship reported on 1099 MISC

why TurboTax does not show "room and Board" for education expense? I have inputed 1099-Q and 1099-T, but the "Room and board" question/section never showed up.

With Turbotax online: The 1098-T only shows tuition (and some fees) but Turbotax adding tax, where do you enter room and board which was covered with a 529 withdrawal?

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

What needs to be done to populate the K-12 Education Expense Credit Worksheet for my IL 1040?

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