turbotax icon
cancel
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.

Education
cancel
Showing results for 
Search instead for 
Did you mean: 
or Ask a Question
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
Employee Tax Expert KarenL ‎Posted March 13, 2025
2
0
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
robca2010 ‎Posted yesterday | Latest post 39m ago by Hal_Al
0
1
I qualified last year for the American Opportunity Tax Credit. This year I do not qualify, even though nothing has changed.
aehlers156 ‎Posted yesterday | Latest post an hour ago by Hal_Al
0
3
Hi. I’d like to know if and how I can utilize the AOTC tax loophole. My child has $8760 in earned income from a job. On the 1098T $38578 is in box 1 and 45063 in box 5. Box 7 and 8 are checked. She has a school awarded scholarship that is “the value ... read more
NanuNanu ‎Posted 6 hours ago | Latest post an hour ago by Hal_Al
0
1
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
Luna_Tax ‎Posted yesterday | Latest post yesterday by NCperson
0
2
Box on front page is not checked and need to indicate dependent is full-time student
stephen.m.foster ‎Posted yesterday | Latest post yesterday by MindyB
0
2
erjitf ‎Posted yesterday | Latest post yesterday by Hal_Al
0
1
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.
Slobo1 ‎Posted January 30, 2026 | Latest post yesterday by kramerica814
11
167
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 ‎Posted January 31, 2026 | Latest post yesterday by bhedrick001
7
118
Do the adjusted gross income limits apply for 529 to Roth Conversions?
ralphiehudson07 ‎Posted yesterday | Latest post yesterday by MindyB
0
1
pantsylee33 ‎Posted Friday | Latest post yesterday by AnnetteB6
0
1
I'm not seeing how to enter my 1098 T on my NJ state return. There is no prompt for education credits. I'm using the desktop version
hlpwithtax ‎Posted yesterday
0
0

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