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K
ktn S
February 5, 2025
Question

Can't claim educ. tax break because "Scholarships, grants, & other tax free assistance exceed education expenses". Scholarship was $20,000, but tuition was $50,000. ?

  • February 5, 2025
  • 2 replies
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Education expenses were greater than total scholarships, grants and other tax free assistance.

    2 replies

    KrisD15
    KrisD15
    February 5, 2025

    To clarify, did you enter Form 1098-T and if YES, what numbers were in Box 1 and Box 5?

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    K
    ktn SAuthor
    February 5, 2025

    Yes. As stated, Box 5 was the Scholarship ($20,000) and Box 1 was Tuition.

     

    Hal_Al
    Hal_Al
    Employee
    February 5, 2025

    The screen that says "Can't claim educ. tax break because "Scholarships, grants, & other tax free assistance exceed education expenses" usually also lists other possible reasons why you don't qualify, e,g, income too high. 

     

    If you are eligible, you have answered  something wrong, in the interview. But, a lot of people are just not eligible. See 

    https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/education-tax-credits-available/L691dvlGB_US_en_US 

     https://www.irs.gov/Individuals/AOTC

    https://www.irs.gov/newsroom/american-opportunity-tax-credit-questions-and-answers

    https://www.irs.gov/credits-deductions/individuals/education-credits-questions-and-answers

     https://www.irs.gov/individuals/llc

     

     https://turbotax.intuit.com/tax-tips/college-and-education/what-are-education-tax-credits/L7TuLrVqZ

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