Skip to main content
February 7, 2025
Question

1098-T from Multiple Schools

  • February 7, 2025
  • 1 reply
  • 0 views

I have two 1098-T statements from different schools. For one school, I was considered half-time and for the other I was not. When using TurboTax I ensured that what was on box 7 for each school was accurate. There is a separate screen that asks if I was at least half-time, if I select yes for the first school (for which I was half-time according to box 7) it automatically changes it for the second school. What am I supposed to do in this case?

1 reply

KrisD15
February 7, 2025

Nothing. You do not need to adjust.

As long as the one 1098-T shows at least half time, both 1098-T will count.

 

According to the IRS:

“Student must be enrolled at least half-time for at least one academic period that begins during 2024 (or the first 3 months of 2025 if the qualified expenses were paid in 2024)”

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"