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  • Taxpayers should receive Form 1098-E Student Loan Interest Statement if they paid more than $600 in interest on a qualified student loan during the tax period.

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Completing Form 1098-E

  1. Select Add Form.

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  2. Locate Form 1098-E in the All Forms & Schedules Menu. Double-click to add.

  3. If a joint return, choose New Taxpayer's or New Spouse's Occurrence.

  4. Complete the 1098-E, filling in all applicable sections.