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

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

Where do I enter the Contributions to the SC College Investment Program (Future Scholar) or the SC Tuition Prepayment Program

Where do I eneter Contributions to the SC College Investment Program (Future Scholar) or the SC Tuition Prepayment Program

1099 T, AOTC and 529 distribution with a non dependent beneficiary

I have a 26 year old son, who is no longer a dependent. He returned to school in 2025 (only attended one year prior to 2025). I withdrew our remaining funds ($16K) from a 529 plan (I was the recipient) to pay for educational expenses ( $14K in tuitio... read more

If my mom is the account owner of my 529 Plan, how do I answer the question, "Did you use money from a qualified education program"?

I have a private loan that is not the seller. I do have a Letter in lieu of a 1098 form, but there is no box to check for this situation.

How do I enter contributions by beneficiary for 529 contributions?

For my state return TT is not allowing me to enter 529 contributions by beneficiary. It only gives the option of entering one total amount which limits the deduction for $4000 per beneficiary,

Is the link between "College Student Information and Student information worksheet broken?

I revised all entries. Problem persits

Where do I enter room and board expenses not included in a 1098-T for a dependent college student ?

Turbo tax asks for book and materials, and then says room and board not paid to the university will be entered "later". "Later" never comes. any thoughts?

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

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

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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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Fulbright ETA

1099-Q and 1098-T questions

I have both 1098-T and 1099-Q for my daughter this year and I am wondering where I need to enter those. The 1099-Q is from a 529 that we have had for her and we paid the college directly from that 529. The 1099-Q shows her SSN in the recipient's TIN ... read more

Claimed the Hope or American Opportunity Credit in a previous year is confusing

Turbotax is asking if I ever claimed the AOTC which is confusing since a student should get it for 4 years. If I check the box, it then it doesn't allow me to take the credit. It should ask if I have taken it for 4 years instead.

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Education: Deductions, Credits, and Answers

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.

Where do I enter the Contributions to the SC College Investment Program (Future Scholar) or the SC Tuition Prepayment Program

1099 T, AOTC and 529 distribution with a non dependent beneficiary

If my mom is the account owner of my 529 Plan, how do I answer the question, "Did you use money from a qualified education program"?

I have a private loan that is not the seller. I do have a Letter in lieu of a 1098 form, but there is no box to check for this situation.

How do I enter contributions by beneficiary for 529 contributions?

Is the link between "College Student Information and Student information worksheet broken?

Where do I enter room and board expenses not included in a 1098-T for a dependent college student ?

1099-Q Questions and Conclusions are Botched by TurboTax

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

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

Fulbright ETA

1099-Q and 1098-T questions

Claimed the Hope or American Opportunity Credit in a previous year is confusing

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