All Things Tax

All Things Tax

Like the title says, from the filing process and tax questions to tax policy and reform, you can search and share All Things Tax here. This is the place to find answers to all your general questions that don't fall under the other categories. And just a reminder: questions about software or online filing should be posted in DIY Products.

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Member
Posts: 3
Registered: ‎02-13-2017
Accepted Solution

2016 Education Credits

I received three 1098-T's for my son in 2016. When I went to file them in the Tuition Payments worksheet it stated that I can't efile because this student attended more than 2 schools. He was going to a community college and took two online courses for a total of three 1098's. Thy were offered from the American Opportunity credit. What do I need to do to correct this in Taxcut?

Tax Pro
Posts: 4,023
Registered: ‎02-23-2016

Re: 2016 Education Credits

Hi DaveS1,

 

Welcome to the H&R Block community.

 

I may have a solution for you.

 

What are the amounts in Boxes 1, 2, and 5 of each of your 1098-T forms?

Member
Posts: 3
Registered: ‎02-13-2017

Re: 2016 Education Credits

   #1           #2          #5

1) 0.00 / $237.00 / 0.00

2) 0.00 / 586.00 / 0.00

3) 8887.62 / 0.00 / 0.00

Member
Posts: 3
Registered: ‎02-13-2017

Re: 2016 Education Credits

So could I combine the amounts in 1) & 2) and just enter two schools but keep the 1098's as proof?

Tax Pro
Posts: 4,023
Registered: ‎02-23-2016

Re: 2016 Education Credits

[ Edited ]

Hi DaveS1,

 

That is correct.

 

You do not have to enter a 1098-T but rather you can enter the expense and tax-free financial aid information directly onto Form 8863.  You should keep your 1098-T forms as proof though.

 

Also, I'm sorry that it took so long to get back to you.  With all of the questions coming in and with this one not appearing in the new questions queue I didn't see it right away.

 

Anyway, I'm glad you were able to figure it out.

 

Louis

Trusted Pioneer
Posts: 6
Registered: ‎01-30-2016

Re: 2016 Education Credits

Assuming we're only talking 1 student with no scholarship, only the big 3rd one would be applicable to AOC as the max that can be applied for full credit is $4K.  I don't see how entering the other 2 would have any effect.

Tax Pro
Posts: 4,023
Registered: ‎02-23-2016

Re: 2016 Education Credits

Didn't see your post about the amounts.  You're correct.  You only need to enter the one in your situation.