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ColeenD3
February 15, 2020

What are you specifically having trouble with?

 

Enter your 1098-T form:

  1. Open (continue) your return, if you're not already in it.
  2. In TurboTax, search for 1098T (lower-case works also) and then click or tap the "Jump to" link in the search results.
  3. Answer any education questions that pop up (enrollment status, name of school, and so forth).
    • If you land on the Education Expenses Summary screen, click or tap Edit next to the student in question, then edit the Tuition item.
  4. At the Did you get a 1098-T? screen, answer Yes and continue.

After you enter your 1098-T, we'll ask about other expenses (books, supplies, equipment) and financial aid.

 

 

Also, here are some tips for Form 1098-T entering from TurboTax Expert KittyM:

 

STEP 1.) It will skip to books and supplies. KEEP GOING. You can't jump to, you can't hit back KEEP GOING as though you have entered.

STEP 2.) Do NOT put in scholarship amounts when it asks if the scholarship is listed on Box 5 of the 1098-T because you are about to double up. KEEP Going. you are about to circle back.

STEP 3.) Go through all screens. If says can't maximize because no expenses do not fret, Go all the way until it circles back to the Wages and Income screen.

STEP 4.) Go back into Education credit and hit Edit on the student. Will ask if you had education credit.

STEP 5) Once you do you may see the Summary Page of the student. Hit edit on the top one that reads Tuition.

Step 6.) Will ask if you had a 1098-T you say yes, and THERE is the 1098-T