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January 30, 2021
Question

I am not a graduate student but turbo tax will not let me proceed with 1098-T form without checking that box??

  • January 30, 2021
  • 1 reply
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1 reply

February 1, 2021

You should be able to proceed without checking the graduate student box.  Did you somehow answer some questions ask if you are a graduate student.  I will suggest you to return to the 1098-T section to verify.  If you are filing with TurboTax online, let's do these steps: 

  • Check your internet connection.  Try to log out and sign back in the program. 
  • Clear your cache and sign back into the program.  To clear cache, click here: Cache
  • You may also try a different browser.  

Then return to the Form 1098-T section.  In TurboTax online,

  • Sign in to your account, select Pick up where you left off
  • At the right upper corner, in the search box, type in "1098t" and Enter
  • Select Jump to 1098t
  • Follow prompts

 

If you have paid qualified education expenses and meet certain requirements, you may qualify for an education tax break including the American Opportunity Tax Credit AOTC, Lifetime Learning Credit or Tuition & Fees deduction. To see if you qualify, here are the links: 

 

Qualified expenses

 

Deductions

 

Credits