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February 15, 2021

If you are simply referring to how to enter a Form 1098-T, See steps below.  If you are using TurboTax Free edition, you will need to upgrade to Deluxe to complete your filing.  Here are the steps:

 

In TurboTax online,

  • Sign up 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
  • Next screen, "Your Education Expenses Summary", select Edit
  • Select Deluxe if you are prompt to an upgrade.

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

 

If you are referring to entering a Form 1098 for mortgage interest and points, here are the steps:

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