1098-T and Tuition Expense Interview Bug

Forum|Forum|4 years ago
February 28, 2022
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There is a bug in the interview for 1098-Ts. I have multiple students, one recently graduated and now on their own, who does not qualify as a dependent for 2021 so there is no interview for the 1098-T for the last semester, so those expenses went in without any prompts for 1098-T. Another student is full time, I skipped past the 1098-T because I didn't have it although I did put in the 529 information. When I got the 1098-T and went back, the interview would not prompt for any 1098-T information. I managed to navigate to the form view and put it in, and now the tax calculates correctly, at least it appears to, but the interview summary for deductions still does not show the expenses and scholarships I entered on the form view. Anyone else seen this and how do you fix it?

mglauner

To enter a 1098-T after you have already entered a Student, click on Edit for the student on the 'Your Education Expenses Summary' page.

On the next page, EDIT the School to add the 1098-T on 'Here's Your Education Summary'.

Driven to Distraction Author

Did all that, including going through the inteview again. Still shows the summary 1098-T line as zero on the step by step overview. On the form view, the form is populated correctly.

AmyC

Employee

Only expenses related to dependents can be taken. The student that graduated, will need to put their expenses on their return. Entering the expenses in the FORMS mode is not recommended. Going back to the education expenses summary and click Edit, is the best way to enter information. As long as you did not overwrite anything, you are okay since it is on the forms.

In the program, follow these steps: