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February 16, 2020
Question

Student Info Worksheet

  • February 16, 2020
  • 1 reply
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I keep getting errors on my Federal Review.  It tells me that I need to enter Fees and Expense, Books, and Room and Board.  I've already entered those.  I seem to be in an inescapable do-loop.  Any insight?

    1 reply

    DavidS127
    February 16, 2020

    Find your Education Summary screen at the end of the Education section, and make sure there isn't an incomplete 1098-T that is generating the error.  If you seem "stuck" in the education interview and can't get to the 1098-T screen at the beginning, keep clicking to Continue until you reach the summary screen at the end and you can edit the 1098-T entry there and/or delete an "extra" 1098-T.

     

    Also check in the "Delete a form" section to make sure there isn't a 1098-T form or a Student Info Worksheet in the return that does not belong there.  The Student Info Worksheet in the return should be for the person who has education expenses.

     

    Here's how to check for an extra form in TurboTax Online: 

    1. Open or continue your return in TurboTax.
    2. In the left menu, select Tax Tools and then Tools.
    3. In the pop-up window Tool Center, choose Delete a form.
    4. Scroll down the page and look for 1098-T or Student Info Worksheet.  If you have one that doesn't belong in the tax return, choose that one to delete.
    5. Select Delete next to the form you want to delete and confirm the deletion.

    Click here for the full article on deleting a form in TurboTax.

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