My son is on an athletic scholarship (pays tuition and some room/board; not books and supplies or summer school) and according to his school didn't need a 1098-T for 2017 because his scholarship did not exceed his education/tuition expenses. Is this correct? I need to know whether I should try and claim a tax credit (most likely American Opportunity Credit) using the payment history from the school portal or not. I talked to his school yesterday and didn't get much help. When I walked through the turbo tax questions and input what I believe are the correct numbers it did qualify for the AOC but I don't want to file something I shouldn't.
Please give further comment on when to file w/o a 1098-T and whether, lacking the 1098-T, I should file education expenses at all. Thanks.