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How do I transfer my unused tuition credits to someone else?

by TurboTax•12• Updated 2 weeks ago

To transfer your unused tuition credits to someone else, you'll first need to inform them of the exact amount(s) so that they can claim it on their own tax return. The first step is to enter your income info into TurboTax, then claim your tuition fees. TurboTax will then automatically calculate the maximum amount of credits you may transfer.

Follow these steps for instructions on transfering your unused tuition credits in TurboTax:

  1. Answer the initial Personal info interview questions if you haven't already. This unlocks 2024 tax return.
  2. From 2024 tax return, under Add to your return, enter student and select Students.
  3. At Your Student Profile, select the applicable boxes, including Transfer of tuition and education to a spouse, parent or grandparent, then select Continue.
  4. If you have tuition fees, you’ll claim those first. Continue to Transfer Tuition and Education (Federal), enter the unused amount of tuition you want to transfer, then select Continue.
  5. If you live in a province that allows provincial tuition credits, you'll be prompted to enter those amounts next.
  1. Select Find from the menu, then enter students into the search bar.
  2. Select Students from the search results, then select Go.
  3. At Your student profile, select the applicable boxes, including Transfer of tuition and education to a spouse, parent or grandparent, then select Continue.
  4. If you arrive at Let's get you some tax breaks for going to school! enter your tuition fees, then select Done With Tuition.
  5. Proceed through your return to Transfer tuition (federal).
  6. Follow the steps to enter the unused amount of federal tuition you want to transfer, then select the person you want to transfer them to, and select Continue.
  7. If you live in a province that allows provincial tuition credits, you'll be prompted to enter those amounts next.