头痛：奖学金与真实费用的时间段不符合，导致（表面看）不能申减，反而要多缴税

来源: halfdummy 于 2014-04-06 12:24:25 [档案] [旧帖] [给我悄悄话] 本文已被阅读：次 (14148 bytes)

由于最后一年的费用被算成是前一年付出的，而奖学金全算在后一年，导致最后一年奖学金反而超出账面费用。怎么算税？（表面看）不能申减，反而要多缴税！

查到一些，但只能算是个shortcut。

1098-T Tuition for 2013 classes was billed in 2012. Scholarship/Grants given in 2013.

My 1098-T shows blank for box 1, and 0 for box 2. Along with this I do have an amount listed in box 5 for scholarships/grants. If I enter this into TurboTax as it shows, I end up owing even though I actually paid tuition in 2013. Apparently the school billed the tuition late 2012, but the scholarship/grants came through in 2013. Is it safe to enter the tuition amount paid for this years return even though I think it was included on last years 1098-T? Otherwise it seems I'm penalized for the scholarship/grants received. My 1098-T from 2012 did have box 7 checked if that makes a difference.

1098-t, return, turbotax, turbotax rue

Recommended answer

TurboTaxDebraH, EA

TurboTax TaxPro

2 months ago

I will do my best to answer both of your questions. They have made the 1098-T more complicated than it should be.

The main thing is that you want your 2012 and 2013 returns to reflect what actually occurred.

You want the tuition that you actually paid in 2012(not the amount in Box 2) to be reported on your 2012 tax return along with any scholarships that you received in 2012. If you reported the amount that was in Box 2 but did not actually pay that amount, you should amend your 2012 return.

If you paid tuition in 2013, you can use it to qualify for the 2013 education credits. Also apply any scholarships that you received in 2013.

If the 1098-T is not reporting the tuition paid and scholarships accurately for 2013, when asked "Did You Receive a 1098-T in 2013?", say NO.

You can then enter the accurate info about tuition paid and scholarships received yourself.