1040-US: Entering education expenses for a student with multiple schools

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Question

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

Answer

To enter education expense information, open Screen Educate (Educate folder), and then open the Eligible student information statement dialog.

If the same student attended multiple institutions, the following fields must match on each row in order to properly identify the applicable credit or deduction for that student.

  • TS
  • EdExp Code
  • Student's SSN
  • First Name
  • Last Name
  • AOTC Disqualifier
  • PY Hope (AOTC Credit)
  • Graduate Student

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