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Level 3
March 9, 2023
Question

1098-T

  • March 9, 2023
  • 2 replies
  • 12 views

I have a client who received a 1098-T.  I think I have entered everything correctly but no credit shows up on the 1040.  I have made two attempts to get help from Proseries Support with no resolution. Any guidance here would be appreciated.

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2 replies

Just-Lisa-Now-
Intuit Community Champion
March 9, 2023

You went to the educational expenses worksheet with the button at the bottom of the 1098T entry screen?  That should walk you through whether they qualify for the credit or not.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 3
March 9, 2023

This what shows up on line 1 and 2 Part III

 

Filing status is Married Filing Separately. Does that mean if filing as either married filing jointly would be eligible?

dkh
Level 15
March 9, 2023

Cannot take education credits if filing MFS.

Level 7
March 10, 2023

I dont know what system you are using but with Pro Basic there is a command to launch the optemizer. When you do that if you are entitled to take the credit then the credit will be calculated.