To access the student worksheet, follow the steps below.
Online
Dashboard
From within your TaxAct return, click Deductions & Credits.
On smaller devices, click the menu at the top left corner of your screen, then make your selection.
Click the Education drop-down.
Click Add beside Expenses & Scholarships.
Complete the rest of the interview process.
Classic
From within your TaxAct return, click Federal.
On smaller devices, click the menu at the top left corner of your screen, then make your selection.
Click the Education drop-down, then click Student Worksheet (tuition, scholarships).
Click Add Student Information.
Complete the rest of the interview process.
Desktop
From within your TaxAct return, click Federal.
Click the Education drop-down, then click Student Worksheet (tuition, scholarships).
Click Add beside New Copy of Federal Student Information.
Complete the rest of the interview process.
TaxAct will generally determine which education benefit is most advantageous for you based on the data entered on your return (such as income, filing status, amount of qualified expenses, etc.).
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