How do I override Turbotax requirement to enter a 1098T

Forum|Forum|5 years ago
February 14, 2021
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I have a daughter attending University of London Royal Holloway and would like to use the American opportunity tax credit. The university does qualify per the IRS guidelines as it is a DAPIP school that participates in the US Federal student loan program and is listed on their site (has a OPE ID00908600). Royal Holloway, University of London does not have an IRS Taxpayer Identification Number (TIN) which is required to complete the 1098-T form. The IRS indicates that a student can claim the credit without the 1098-T form if the university does not provide the form (see q19) https://www.irs.gov/credits-deductions/individuals/education-credits-questions-and-answers. So, my question is how do I override the requirement in Turbotax so I can take the credit?

MaryM428

You will go to Deductions and Credits, Education, Expenses and Scholarships (Form 1098-T)

Answer No to the question about having a 1098-T

Answer Yes to qualify for an exemption (because the school is not required to send a 1098-T)

Click that the school has a foreign address

Then go through the interview and complete all of the questions.

Unflexable2020Author

Thank you for the reply. Unfortunately that does not work because the University does not have a US Tax Identification number. They are eligible according to IRS website. Turbotax requires the number to enter into the form if you did not receive a 1098T. I should then clarify the request. How do I get turbotax to accept the AOTC without a University TIN?