Follow these steps in H&R Block’s 2024 tax software:
If you indicated that you're single, divorced, separated, widowed, or preparing your return separate from your spouse:
- On the left navigation menu, under Wrap-Up, click Final Review.
- On the Claimed Credits page, select Yes in response to the question Do you want to transfer your unused tuition amounts to someone else?.
- Select the person to whom you want to transfer the amount to and if you aren’t transferring the full credit amount, enter the amount you want to transfer.
If you are preparing your return with your spouse (coupled return):
- On the left navigation menu, under Wrap-Up, click Final Review.
- On the Optimized Credits page, select Yes in response to the question Do you want to make any changes in the table above? (such as changing the optimized amounts or choosing not to claim a credit).
- Select Yes in response to the question, We've optimized the unused tuition amounts you can transfer to Spouse. Do you want to change the amount(s) in the table above or transfer your unused amounts to someone else?.

- From the drop-down menu next to the question Who do you want to transfer your unused tuition amounts to?, select the person you wish to transfer these amounts to.
- Enter the amount you wish to transfer.