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

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

There is no option to select the qualified tuition under deductions and credits

How to post 529 contribution when there is no option in deductions and credits area

If 1098-T was received but taxpayer is claimed as a dependent, then no action needed for education credits or anything else?

No education credit is avalaible to a student that is claimed as a dependent, correct?

If 1098-T was received but taxpayer is claimed as a dependent, then no action needed for education credits or anything else?

No education credit is avalaible to a student that is claimed as a dependent, correct?

I am a full time student currently as well as during the 2025 year. Do I select the box that says, "I was a full-time student."?

Do I put "yes" for support myself if I am a full time student that works part time for extras at school (food/housing) but am still considered a dependent for my parents?

Post-9/11 GI Bill & 1098-T

I am currently a graduate student in a program that provides a tuition waiver in exchange for my work as a graduate teaching assistant. I received a 1098-T that has amounts listed in Box 1, Box 5, and has Box 8 and Box 9 checked. I'm also a veteran u... read more