Question

I don't understand why my wife isn't getting an education tax break. she paid >$30K in tuition in loans and turbotax keeps saying "no net qualified education expenses"

Forum|Forum|7 years ago
June 6, 2019
17 replies
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TurboTax Deluxe Online

Employee

Are you filing a joint return? if you are filing separate returns she cannot get any education credits.

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X

xmasbaby0

Employee

QUALIFIED EDUCATION EXPENSES
<a rel="nofollow" target="_blank" href="https://ttlc.intuit.com/questions/1899852-what-are-considered-qualified-education-expenses">https://ttlc.intuit.com/questions/1899852-what-are-considered-qualified-education-expenses</a>

**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.**

C

cobbsauceAuthor

we are filing joint return

X

xmasbaby0

Employee

@Carl ??? @Hal_Al ???

**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.**

C

cobbsauceAuthor

yeah i saw that link earlier today. the money was towards tuition, paid with student loans directly to the school. i also included textbook expenses

X

xmasbaby0

Employee

it is late at night--hoping for some help for you from another SuperUser by tomorrow.

**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.**

Hal_Al

Employee

Check to see if the loans were added to box 5 of the 1098-T (they should not have been). Did you even get a 1098-T? if not, you do not qualify unless you qualify for one of the exceptions (TurboTax will ask the exception question).

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cobbsauceAuthor

yes i have the 1098T in front of me. Box 5 is blank.

Hal_Al

Employee

be sure the half time or more box is checked on the 1098-T and the grad student box is not checked.
if you paid (or the loan was applied) the $30K in Dec 2017 for the 2018 term, it does not count for 2018

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cobbsauceAuthor

so grad school students don't get any tax relief for this? the grad school box is checked