Can I file a 1098-T form along with my other w-2 forms?

Forum|Forum|6 years ago
June 4, 2019
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TurboTax Free Edition Online

Marketstar

Employee

Yes, you can and should claim your 1098-T (along with your W-2’s) for the following reasons

If your scholarships/grants (if any) exceed your Qualified Education Expenses, you are required to claim the difference as income.

If your educational expenses exceed your financial aid, you may qualify for an education credit.

So, you should claim both your financial aid as well as your qualified educational expenses.

T o enter educational expenses:

· Type in 1098-t in the search box, top right of your screen, then click the magnifying glass

· Click the jump to 1098-t link in the search results

· Follow to prompts and online instructions

Lopezjasmin1127

What does it mean when TurboTax ask you how much money from your 1098t form was included in my w-2? I am a graduate student working a graduate assistant position where they pay some of my tuition and I get paid like any other job on campus.

Hal_Al

Employee

Some schools report that kind of income in both places (W-2 and box 5 pf the 1098-T). They shouldn't. You are expected to know if your school has done that and make the correction at that screen.