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 am a music tech at a high school three days a week, and am a lesson teacher at a music school as well as a full time student and a waitress, what is my occupation?

I spend 2.5 hours each day at the high school, 4 hours twice a week at the music school, and am in 13 hours this semester (last semester) in college

I have my 1098-E for student loan interest, it was entered, but it said "it turns out you don't qualify for this deduction." ?!

1098-T & Additional Expenses

I have a Form 1098-T where Box 1 reported ~$1000 and Box 5 reported ~$5k. Since Box 5 exceeds Box 1, TurboTax is asking me to fill Form 8615. However, the scholarship was already applied to the tuition before we paid, so the original tuition is much ... read more

I'm entering a 1099 Q for a 529 distribution. I'm entering the exact same amount as a 1099-t for tuition paid but for some reason there is a tax liability

1098-T and Impact on Total Income

Hello! I am struggling to figure out how to properly input my 1098-T information without it incorrectly calculating my total income. I think the problem lies in the number I am inputting for "Actual amount paid for tuition." In that field, I am inclu... read more

AOTC and 529 w/d basis portion

My son is NOT my dependent and NOT a qualifying relative (due to his age/income and not being a FT student). He was a half-time student his final spring semester and he got a 1098-T for $5,000. This is the first year he has not been my dependent so t... read more

Turbo tax says my child owes taxes based on 1099-Q from a 529 distributions. But all funds were used for qualified expenses. What am I doing wrong?

I've put all the information from form 1099-Q (payment from qualified education programs) into turbo tax and followed every prompt. I've double checked each question set. Nowhere does it give me an option to state that the funds reported on 1099-Q we... read more

Where do I enter Form 1098-E

How do I enter Form 1098-E

shouldn't a college students filing fee be $0 if they only have a W2 and 1098T?

Lifetime Learning Credit - EIN Required?

My daughter attended Esthetician school in 2025 and the school does not provide 1098-T forms. They tell me other students have successfully filed their taxes with alternate documentation / statements showing tuition paid. I have asked for a Federal I... 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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This answer has been verified for accuracy by an Intuit expert employee 1099-Q with Box 4b (QTP to Roth IRA transfer) checked

I have a 1099-Q with Box 4b (QTP to Roth IRA transfer) checked, reflecting a SECURE Act 2.0 Section 126 529-to-Roth IRA rollover. TurboTax currently shows a 'Check This Entry' error saying the program hasn't updated to support this yet — can you prov... read more

Do I qualify as a full time student if I was enrolled full time from August to December last year?

I am in college and I am still currently a full-time student. I was only a part time student for the spring semester last year.

1099-Q box 6 question is worded very confusing

the step-by-step form for the 1099-Q brings you to Box 6. The question is worded twice. Once where you would answer Yes. And once where you would answer No.=======================Box 6: Is the recipient of the distribution the designated beneficiary?... read more

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Education: Deductions, Credits, and Answers

I am a music tech at a high school three days a week, and am a lesson teacher at a music school as well as a full time student and a waitress, what is my occupation?

I have my 1098-E for student loan interest, it was entered, but it said "it turns out you don't qualify for this deduction." ?!

1098-T & Additional Expenses

I'm entering a 1099 Q for a 529 distribution. I'm entering the exact same amount as a 1099-t for tuition paid but for some reason there is a tax liability

1098-T and Impact on Total Income

AOTC and 529 w/d basis portion

Turbo tax says my child owes taxes based on 1099-Q from a 529 distributions. But all funds were used for qualified expenses. What am I doing wrong?

Where do I enter Form 1098-E

shouldn't a college students filing fee be $0 if they only have a W2 and 1098T?

Lifetime Learning Credit - EIN Required?

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

This answer has been verified for accuracy by an Intuit expert employee 1099-Q with Box 4b (QTP to Roth IRA transfer) checked

Do I qualify as a full time student if I was enrolled full time from August to December last year?

1099-Q box 6 question is worded very confusing

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This answer has been verified for accuracy by an Intuit expert employee 1099-Q with Box 4b (QTP to Roth IRA transfer) checked

Unlock tailored help options in your account.

Get more help

Ready to start your taxes?