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 need to file for 2021 2022 2023 2023 2025 years still

How do I file for 2021 taxes

I need to file for 2021 2022 2023 2023 2025 years still

How do I file for 2021 taxes

what is a lifetime learning credit?

i do not want a lifetime learning credit but TT states that I do and is making me upgrade to deluxe

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

Returns with 0 (zero) WFTC refunds are not eligible for electronic filing

This is the error for filing Washington State taxes questions. Washington does not have an income tax, but does offer WFTC. I don't qualify. Why does TT keep coming up with this error, "Returns with 0 (zero) WFTC refunds are not eligible for electron... read more

What if I have an exchange student?

Only for 2025-26 school year.

This answer has been verified for accuracy by an Intuit expert employee 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.

164

Where do i get my 1098-INT?

I have a mortgage losn. Where do i find my 1098-INT

EDUCATIONAL EXPENSES

HOW DO I GET A SOFTWARE UPDATE FOR THE COLLEGE CREDIT INFORMATION TRANSFER CORRECTLY FROM WORKSHEET?

I was awarded a fellowship in 2025, do I report all of box 5 of my 1098-T or only the portion I have been paid - so I do not pay taxes on income not yet received?

My 1098-T says I was awarded X amount in 2025, but I have only been paid a portion of that. Which value do I report?

Form 1098

I received a form 1098T with Box 1 amount as 29000, Box 5 amount as 19000. I am a Graduate Assistant with tuition fully paid for by the department. Upon checking, the discrepancy is due to the non-resident tuition waiver applied by the school. Can I ... read more