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March 19, 2021
Question

"Why do I need to Upgrade? You have lifetime learning credit" But I am not claiming this credit on my return. Does anyone know a work around this?

  • March 19, 2021
  • 1 reply
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1 reply

ReneeM7122
March 19, 2021

To work around the lifetime learning credit so you don't need to upgrade, you can omit your 1098-T from your return.  This information triggers the credit on your tax return.  Here is how:  

How do I view and delete forms in TurboTax Online?

  • Open or continue your return in TurboTax.
  • In the left menu, select Tax Tools and then Tools.
  • In the pop-up window Tool Center, choose Delete a form.
  • Select Delete next to the form/schedule/worksheet in the list and follow the instructions.