Skip to main content
February 12, 2025
Solved

Turbo Tax states I didn't qualify for the Lifetime Learning Credit (true) but at the end won't let me submit a "simple" tax return because it says I earned the credit?

  • February 12, 2025
  • 2 replies
  • 0 views
No text available
    Best answer by KrisD15

    No, not unless Box 5 is larger than Box 1 and you need to claim additional taxable income. 

    Even then, the scholarship income can be entered without using Form 1098-T.

     

    Do you need to report scholarship income? 

    Did you get more in aid than what you paid towards tuition, book and supplies? 

    2 replies

    KrisD15
    February 12, 2025

    Please delete the forms associated with the education credit. 
    Form 1098-T

    Form 8863

     

    Link for deleting forms in TurboTax  

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    February 12, 2025

    So I don't submit my 1098-T form at all?

    KrisD15
    KrisD15Answer
    February 12, 2025

    No, not unless Box 5 is larger than Box 1 and you need to claim additional taxable income. 

    Even then, the scholarship income can be entered without using Form 1098-T.

     

    Do you need to report scholarship income? 

    Did you get more in aid than what you paid towards tuition, book and supplies? 

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    February 15, 2025

    How can transfer a photo of a Tax form from my Phone to Tax Return

    February 16, 2025

    To upload a picture of your 1098-T, you will follow these steps:

     

    1. Sign in to TurboTax
    2. Click Deductions and Credits
    3. Search for 1098-T 
    4. Click Start next to 1098-T
    5. Answer general interview questions until you get to the screen, "How would you like to enter your 1098-T?"
    6. Click snap a photo with your phone (see screenshot below0

     

    The 1098-T is a form used to provide information about educational expenses that helps determine an individuals qualifications for certain educational credits.  See the link below for more information on the 1098-T:

     

    @ralphwallwork 

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"