First, you will want to wait until after Jan 31st as schools have until then to mail the Form 1098-T to you. If you don't receive a Form 1098-T by Jan 31st, you can still enter your school expenses without a Form 1098-T. The IRS does not explicitly require a Form 1098-T in order to claim any education-related credits. However, you will need some sort of records in order to prove any expenses claimed such as canceled checks, receipts, a record of account, credit card statements, etc. To enter the expenses, simply proceed with the education section of TurboTax as normal. The easiest way to get to this section in TurboTax is to use the search feature. Log into your account and click Take Me to My Return (you must click this before performing the search below)Click the search icon (magnifying glass in top right-hand corner)Search for "1098T" and click the "jump to 1098T" link that appearsThis will bring you to the Education Expenses section where you can add a student and related Form 1098-T information When you come to the screen asking if you received a Form 1098-T, simply answer “no” to that question and proceed with the rest of the interview. You will be able to enter the amount of tuition and fees paid to the school. You don't need a 1098-T if any of these apply: 1. If you or your dependent:· Haven't received the 1098-T by January 31, or by the date you file your return (whichever is later).· Requested the 1098-T from your school after January 31 but before filing your return.· Cooperated with the school's efforts to get the info necessary to send you the 1098-T.2. If the school is not required to send a 1098-T.Just make sure you have your education expenses and enrollment documented to take this credit using one of these exceptions.

TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

morganyounce

Question

I didn't receive a 1098-t, although I went to school last year. How do I claim what I paid?

Forum|Forum|6 years ago
June 5, 2019
2 replies
0 views

No text available

TurboTax Free Edition Online

AnthonyC

Employee

First, you will want to wait until after Jan 31st as schools have until then to mail the Form 1098-T to you.

If you don't receive a Form 1098-T by Jan 31st, you can still enter your school expenses without a Form 1098-T. The IRS does not explicitly require a Form 1098-T in order to claim any education-related credits. However, you will need some sort of records in order to prove any expenses claimed such as canceled checks, receipts, a record of account, credit card statements, etc.

To enter the expenses, simply proceed with the education section of TurboTax as normal.

The easiest way to get to this section in TurboTax is to use the search feature.

Log into your account and click Take Me to My Return (you must click this before performing the search below)
Click the search icon (magnifying glass in top right-hand corner)
Search for "1098T" and click the "jump to 1098T" link that appears
This will bring you to the Education Expenses section where you can add a student and related Form 1098-T information

When you come to the screen asking if you received a Form 1098-T, simply answer “no” to that question and proceed with the rest of the interview. You will be able to enter the amount of tuition and fees paid to the school.

You don't need a 1098-T if any of these apply:

1. If you or your dependent:

· Haven't received the 1098-T by January 31, or by the date you file your return (whichever is later).

· Requested the 1098-T from your school after January 31 but before filing your return.

· Cooperated with the school's efforts to get the info necessary to send you the 1098-T.

2. If the school is not required to send a 1098-T.

Just make sure you have your education expenses and enrollment documented to take this credit using one of these exceptions.

Carl11_2

Employee

As an addendum, the student can log into their online college account and go to their financial section to get financial details. But be careful here.
- Qualified education expenses are claimed in the tax year they are paid. Doesn't matter what year is paid for either.
- Scholarships/grants/529 funds are claimed as taxable income (initially) in the tax year they are received. Doesn't matter what year that money is for either.
So when looking at your financials on line, pay attention only to the date a payment for a class was applied, and ignore the start date of the class that payment was for.

LisaRobben

My daughter did not receive a 1098T this year. Can she file her taxes without it

MakBridges

I want to school back in 2021 and last year I filed my taxes before I was notified about a 1098-t form. I notified my cosmetology school that I went to ask if they can send me the form but they have yet to get back with me. Is there a way that I can receive that form outside of them and am I able to file it on my 2022 year tax return.

xmasbaby0

Employee

No. You cannot add a 2021 tax document to a 2022 tax return. When/ If you obtain the document you can amend your 2021 tax return to include it.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**