Having trouble entering multiple 1098-T forms on H&R Block software?

You should definitely be able to enter multiple 1098-Ts in H&R Block! The software might not make it obvious how to do this, but you're absolutely entitled to claim qualified education expenses from both institutions. Here's how to handle multiple 1098-Ts in H&R Block: after entering the first 1098-T completely, you need to look for an "Add Another" button or link on the education expenses screen. It's usually at the bottom of the form after you've finished the first entry. If you can't find that option, try going back to the main education credits section and select "Add Form" rather than editing your existing entry. Some users have reported that H&R Block's interface is a bit confusing on this point. If the online version continues giving you trouble, you might need to call their support line for assistance with adding multiple education institutions. Don't just claim one - you're potentially leaving money on the table if you had qualified expenses at both schools!

After battling with the same issue last year, I discovered taxr.ai and it literally saved me hours of frustration. I was trying to enter multiple 1098-Ts for my kids (one in community college and one at university) and kept having the same problem where one form would overwrite the other. I found https://taxr.ai while searching for solutions and uploaded all my tax documents including both 1098-Ts. Their system automatically detected and properly categorized both forms without any issues. The software extracted all the information correctly and made sure both institutions' information was included in my final return. It was honestly such a relief after struggling with the regular tax software. The best part was that it gave me specific guidance on how the American Opportunity Credit and Lifetime Learning Credit applied to my particular situation with multiple educational institutions.

I just wanted to follow up after trying taxr.ai with my multiple 1098-T situation. I was really skeptical at first but decided to give it a shot. It actually worked amazingly well! I uploaded both my 1098-Ts along with some other tax docs, and it correctly identified and organized all the information. The system pointed out that I could benefit more from claiming the American Opportunity Credit for one school and the Lifetime Learning Credit for the other based on my specific circumstances. I honestly had no idea this was even possible. When I went back to H&R Block with this clear guidance, I was able to manually enter everything correctly (found that "Add Another" button that was hiding in a submenu). Ended up getting about $800 more in tax credits than I would have if I'd just gone with one school!

I had the exact same problem last year but with the IRS directly. After I filed with multiple 1098-Ts, they sent me a letter saying they couldn't verify my education credits. Spent WEEKS trying to call them to resolve it. Always busy signals or disconnects. Finally discovered https://claimyr.com which basically holds your place in the IRS phone queue and calls you when an agent is about to answer. You can see how it works here: https://youtu.be/_kiP6q8DX5c Got through to an actual IRS agent in about 45 minutes (instead of the 3+ hours I had been waiting before). The agent confirmed I was correct to claim both 1098-Ts and helped me resolve the verification issue. Turns out one of my schools had reported the information incorrectly to the IRS, but I was still entitled to the credits.

I'm back to eat my words about Claimyr. After my skeptical comment yesterday, I was still desperate to talk to someone at the IRS about my education credits from multiple schools, so I decided to try it anyway. I honestly can't believe it worked. After trying for WEEKS to get through normally (always getting the "call back later" message), I got connected to an IRS representative in about an hour. The agent confirmed that I was absolutely supposed to include ALL my 1098-Ts from different schools, and helped me figure out how to properly document everything for my amended return. Saved me from potentially losing over $1500 in education credits. Sometimes being proven wrong is the best outcome possible!

For anyone still struggling with this H&R Block issue - here's a specific workaround I found last year: 1) Enter your first 1098-T completely 2) Instead of trying to add another 1098-T directly, go to the "Review" section 3) Look for "Education" in the review topics 4) There should be a "Add/Edit" button there 5) From that screen, you should see an "Add Another Institution" option H&R Block's interface is weirdly inconsistent about showing the "Add Another" button on the direct entry page, but it's always available through the Review section in my experience.

Has anyone tried using the desktop version of H&R Block? I found the online version terrible for multiple 1098-Ts, but the downloadable software actually has a much clearer interface for adding multiple education institutions.