Skip to main content

Entering Student Loan Interest

Step-by-step guide to entering and submitting Student Loan Interest.

Kenneth Lowe avatar
Written by Kenneth Lowe
Updated this week

🎓 How to Enter Student Loan Interest Information

1. Scroll down to the bottom of the Income page and click "CONTINUE" to proceed to the Deductions section. ⬇️🖱️

2. Click on "ADD/EDIT" next to "Adjustments" on the Deductions page. ✏️📊

3. Scroll down until you see "Student Loan Interest", then click "BEGIN" to start entering the information. 🎓📄

4. Refer to the client’s Form 1098-E and input the total interest paid as shown on the document. 🧾✍️

5. Click "CONTINUE" after entering the amount. ✅➡️

6. Re-enter the same amount from the 1098-E on the next screen. This amount reduces the client’s Adjusted Gross Income (AGI). 📉📄

7. Click "CONTINUE" once more to finalize the entry. 💾🚀

Did this answer your question?