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March 6, 2020
Question

I’m trying to change my 1098-T for education but can’t go back far enough. How do I edit it?

  • March 6, 2020
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March 6, 2020

To edit your 1098-T, just through the entry screens for form 1098-T to review and edit what you have entered.

 

To go back to the 1098-T section, follow these steps:

 

To enter your form 1098-T in TurboTax, follow these steps:

  1. Open your tax return
  2. Click on Federal in the left panel.
  3. Click on Deductions & Credits at the top
  4. Scroll down to the Education section. Click Show more 
  5. Select Start next to Expenses and Scholarships (Form 1098-T)
  6. On the next page,  click on Edit next to the name of the student. After a few screens, answer Yes on the page Did [student] get a 1098-T for the year 2019?
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April 12, 2020

I'm trying to get back to the 1098-T screen by following the directions given by MinhT1... In TurboTax deluxe, I don't see any "Show More" or "Start" buttons. The button next to "Scholarships, student loans, tuition (1098-E and 1098-T)" says "Visit All". If I click on it, I go through screens for education plans, 1099-Q, etc. until you get to the "Did ___ Pay for Books or Materials" page, where "Tuition and enrollment fees" line shows the 1098_T box 1 amount I had entered at a earlier date. The whole dialog screen for the 1098-T is missing. Also on that page, the yes or no selections for "Did you take a tax free distributions from a 529 plan..." are blank if I step back to that page or jump to it. It seems like somethings wrong with the program.

Hal_Al
Employee
April 12, 2020

Go through the entire education interview until you reach a screen titled "Your Education Expenses Summary".  Click edit next to the student's name. That should take you to a screen “Here’s your Education Summary”. Click edit next to the section you want to change; tuition, in your case.

 

 

Details:

To enter your Form 1098-T information (even when TurboTax thinks it has already been entered and is showing $0), go through the entire education expenses section of your return until you reach the screen titled “Your Education Expenses Summary”, then follow these steps:

  • Click Edit next to the student name.
  • On the screen titled “Here’s your Education Summary”, click Edit beside Tuition.
  • Enter the information from your Form 1098-T.

 

To go directly to the Education section of your return, use these steps:

  • On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
  • This opens a box where you can type in “education” (be sure to enter exactly as shown here) and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
  • The search results will give you an option to “Jump to education
  • Click on the blue “Jump to education” link

Also see: https://ttlc.intuit.com/community/entering-importing/help/how-do-i-enter-form-1098-t/00/26336