Add Student Loan and Tuition Tax Line Items: Forms 1098 (edited)

Max1223

I can't seem to find this form in the Report/Category set process.

Coach Jon

Hello @Max1223,

Thanks for reaching out! We have converted your post into an idea post, as we believe it is a good idea for other users to vote on and follow for updates. As for Student Loan Interest, there is an option under Form 1040 to enter this information.

-Coach Jon

Max1223

@Coach Jon unsure why a missing Tax Form would require a vote.

Now that QS has a Tax Form/Report Feature, any missing forms makes the feature incomplete.

Coach Natalie

@Max1223, it is my understanding that the current Tax Forms were imported from TurboTax. So, if Tax Forms are missing, our product team would need to look into adding them a different way. Idea posts are reviewed by our product team and allow them to see how many users need or want something. A missing Tax Form would not be considered a bug at this juncture.

I hope this helps clarify!

Max1223

@Coach Natalie Thanks for the reply and the context around the feature, that's helpful. As a workaround, I guess I could use the Tuition interest category.

bethimusprime

Hi, is it possible to add the 1098-T as a tax form please? Box 1 allows for Qualified Tuition and Related Fees. Since you have a line already set up for Tuition under Education, it makes sense to allow us to track the amount of QTRE that has been paid for Box 1.

Thanks!