Skip to main content
March 12, 2022
Question

Where do I put money spent on education expenses that are not listed on my form 1098-T?

  • March 12, 2022
  • 2 replies
  • 0 views
No text available

2 replies

ColeenD3
March 12, 2022

To enter the expenses follow these steps:

 

To Enter your Education Expenses for form 1098-T:
1. Select "Federal Taxes" at the top of the page
2. Select the "Deductions & Credits" sub-tab
3. Scroll down to "Education Expenses" and select "Show More"
4. Select "Start" next to "Expenses and Scholarships (Form 1098-T)"

 

Answer "no" to "Did you receive a 1098-T" and proceed through the interview.

 

Per the IRS:

 

Q19. I did not receive a Form 1098-T because my school is not required to provide a Form 1098-T to me for 2020.  Can I still claim an education credit for tax year 2020? 

A19. Yes. You can still claim the AOTC if you did not receive a Form 1098-T because the school is not required to provide you a Form 1098-T if:

  • The student and/or the person able to claim the student as a dependent meets all other eligibility requirements to claim the credit, 
  • The student can show he or she was enrolled at an eligible educational institution, and 
  • You can substantiate the payment of qualified tuition and related expenses.

Be sure to keep records that show the student was enrolled and the amount of paid qualified tuition and related expenses. You may need to send copies if the IRS contacts you regarding your claim of the credit.

 

No 1098-T

 

Hal_Al
Employee
March 12, 2022

What expenses do you have?  After entering your 1098-T, follow the interview.  Answer yes when asked if you have book expenses.  That will give you the screen to enter other qualified expenses,