Why can't I claim my education benefits / deductions?

Forum|Forum|3 years ago
January 25, 2023
1 reply
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I was a full time student in 2022. My first semester was paid in full to my community college by me, my second semester was covered by the GI Bill. I don't expect anything from the second semester, but I am not sure why I can't claim on the first.

TurboTax Deluxe Online

Hal_Al

Employee

If you are eligible, you have answered something wrong, in the interview. But, a lot of people are just not eligible. See Also see this TT FAQ https://ttlc.intuit.com/questions/3383321-why-didn-t-i-get-a-credit-or-deduction-for-education-expen...

If the school entered your GI benefits in box 5 of the 1098-T, one possibility is that box 5 includes money for Spring 2023. If you were reimbursed by GI benefits, for you first semester, out of pocket payments, that would not qualify.

Other References:

https://www.irs.gov/Individuals/AOTC

https://www.irs.gov/newsroom/american-opportunity-tax-credit-questions-and-answers

https://www.irs.gov/credits-deductions/individuals/education-credits-questions-and-answers

https://www.irs.gov/individuals/llc

https://ttlc.intuit.com/community/college-education/discussion/i-have-a-1098-t-form-that-i-received-from-my-school-and-i-entered-all-the-information-but-it-said-i/01/998249#M23054