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4 replies

Employee
June 5, 2019

To file your 1098-T please follow the steps below:

  1. Open (continue) your return, if you're not already in it.
  2. In TurboTax, search for "1098T" (lower-case works also) and then click or tap the "Jump to" link in the search results.
  3. Answer any education questions that pop up (enrollment status, name of school, and so forth).
  • If you land on the Education Expenses Summary screen, click or tap Edit next to the student in question, then edit the Tuition item.
  • At the Did you or your dependent (s) get a 1098-T? screen, answer Yes and continue.
  • Additional information on 1098-T:

    https://ttlc.intuit.com/replies/4194409

    January 9, 2020

    I do not get the prompt or question if I received a 1098T to enter the information. It appears my expenses are defaulting to zero dollars and I only get asked if I want to enter books and other related expenses. 

    January 20, 2020

    Right there with you!

    TurboTax - help?

    Carl11_2
    Employee
    January 10, 2020

    I'm just curious.

    I am not a dependent.

    I read that quite a bit, only to find out through discussion that the person is "in fact" a qualifying dependent on their parent's tax return. So in an effort to help  you confirm you are "in fact" right, on what basis do you say that? Just because you say so, does not mean the IRS will agree with you.

     

     

    January 26, 2020

    Having the same problem... Unable to enter 2019 info and the value defaults to zero

    February 18, 2020

    My situation is different, but certainly not unique.  I'm retired and in the state of Maine, after you reach age 65, you can audit courses at the University of Maine for free.  However, I received a 1098-T stating the amount of money I would have paid if I was taking the course for credit and/or as part of a degree program.  In Boxes 1 and 5, it lists $1800.  I think I may have to declare this amount as a kind of income... a gift... but I cannot find where or how to enter it.  I hope to continue to use Turbo Tax AND to audit classes... so I hope Turbo Tax figures this out.  For now, I'm going to look through my return one more time.  If I find a place to enter, I will.  If not, I will submit the return as it is now and hope I don't get into trouble.  I have called the Maine State Revenue Services, the University of Maine, and the IRS (tho I never got through to the IRS) and no one has been able to help.  

    February 18, 2020

    You are not eligible to claim an education credit or deduction on your tax return. In order to qualify for an education credit, you must actually pay for qualified education expenses. In your case, you were allowed to take courses for free. That is why your Form 1098-T showed an amount in Box 1 (qualified education expenses) and then the same amount in Box 5 (Scholarships or grants). You are only eligible to claim the education expenses that exceeded any scholarship or grant.

     

    Please see IRS Publication 970 for more information.

     

    @UM21973