Form 1098-T, Tuition Statement

Don't worry! When you use TurboTax to prepare your taxes, we’ll ask you questions and fill out all the right forms for you. 

If you've already gone through the step-by-step interview and want to jump directly to the entry screen for Form 1098-T, follow these directions.

1. Select the Federal Taxes tab (the Personal tab in the Home & Business edition).
2. Select the Deductions & Credits subtab (if necessary, select Explore on My Own).
3. Scroll down the Deductions & Credits screen until you see the Education group.
4. Click on the Start/Update button to the right of the Education Expenses and Scholarships category.  
5. Follow the prompts.

If you have a Form 1098-T for more than one dependent (or for yourself and a dependent/spouse), follow the above instructions. For each 1098-T, you will be asked to indicate which person in your family received the 1098-T. After making this selection, simply follow the step-by-step instructions.

If they are not reported to you on Form 1098-T, taxable income from scholarships, fellowships, or grants may be entered in the Deductions & Credits section of the interview. Follow these directions to jump directly to the entry screen.

1. Select the Federal Taxes tab (the Personal tab in the Home & Business edition).
2. Select the Deductions & Credits subtab (select Explore on My Own if necessary).
3. Scroll down the Deductions & Credits screen until you see the Education group.
4. Click on the Start/Update button to the right of the Education Expenses and Scholarships category.  
5. Follow the prompts.

To find out more about scholarships click on Paying Qualified Education with Grants and Scholarships.

The amounts reported in box 1 or 2 of Form 1098-T may be different from the amounts you actually paid (or are treated as having paid).  Don't worry however, TurboTax will ask you for the information necessary to make sure you get the correct amount of education credits.

As a general rule, you should only receive one Form 1098-T from each educational institution.  If you receive a second Form 1098-T from an educational institution, take a careful look at both forms and identify the one that has the Corrected box checked in the upper part of the form.  Under these circumstances, you should only enter information from the form with the Corrected box checked in TurboTax, and ignore the other form.

If neither form has the Corrected box checked, take a careful look at the Filer information (including Service Provider/Acct. No) for both forms to see if they match.  If they are a perfect match, or if you are otherwise uncertain how to proceed, please contact the educational institution for an explanation before completing your return.

If you have yet to receive your 1098-T, please click here to explore your options.

Sometimes, this error can occur when the zip code is correct, but other information on the form isn't. Make sure that the 2-letter state abbreviation is also accurate.

If the problem persists, simply delete the Form 1098-T and enter it again.

 If you need to correct or change any information you have entered from your 1098-T, the steps you take depends on if you have already filed your tax return.

• If you have yet to file your return, simply follow the navigation instructions above, and correct or change your information.
• If you have already filed your return, you will need to amend your return. Please click here for instructions.

For questions about printing, please click here.

If you have questions about the availability of form 1098-T, please click here.