UltraTax CS

Education expense optimization FAQs (1040)

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The following includes answers to common questions about education expense optimization.

What is education expense optimization?

How do I access the Education Expense Optimization utility?

If I do not want to use the Education Expense Optimization utility, how do I enter qualified expenses for the tuition and fees deduction and education credits?

How do I enter education expenses for a student who attended multiple schools?

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