Is anyone else having problems with the entry of their 1098-t form and education expense credit? I have tried to enter it several times and it never works properly.

Forum|Forum|6 years ago
January 4, 2020
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xmasbaby0

Employee

Not sure what you mean by "it never works properly." Please explain. And if you are a dependent on someone else's return, or if you are filing married filing separately, you cannot get education credits.

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jamestown0615Author

When I am on the Your Tax Breaks page it says not started even though I have started and completed it, it does not give me any credit even though this is only my daughters 2nd time to use this deduction on my return, and it does not give me any info in the education summary page.

xmasbaby0

Employee

Click Review to see if the forms for the education credits are even ready yet.

vanbri

TurboTax is not providing the option of entering higher education expenses for 2019.

1. It asks, "Did you have any higher education expenses in 2019? This section includes Form 1098-E, Form 1098-T, Scholarships and more.

2. When you click Yes it goes to "Tell us about your education plans" i.e. Coverdell Education Savings Account and distribution from a 1099-Q (QTP). I answer "No" to both.

3. Then it asks for Additional Education Expenses. Book, Classroom Supplies and Lab Equipment. Click "Continue"

4. Did you Pay for Books or Materials to attend school? Yes.

5. It shows "Tuition and Enrollment Fees" $0. With fields to enter Books and Materials "required and Books and Materials "not required".

6. Finally, it says, "You can't claim an education tax break". Based on what you've entered so far you are not eligible for an education credit. Here is why you may not qualify.