Enter education expenses for a student with multiple schools

To enter education expenses for a student who attended multiple schools, follow these steps.
  1. Go to the
    Educate
    screen, in the
    Educate
    folder.
  2. Open the
    Eligible student information
    statement window.
  3. If the same student attended multiple institutions, the following fields will need to match on each row. This will properly identify the 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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