My daughter completed 2 travel learning courses at her university. They were graded and received credit towards graduation like any other course. Additional fees of $3,425 were charged and included in Box 2 (Amounts billed for qualified tuition and related expenses) of her 1098-T. Since the university included the fees in box 2 are they eligible as Qualified Education Expenses (QEE) for the American Opportunities Tax Credit (AOC)?
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Yes, from your description they appear to be tuition and may qualify for the American Opportunity Credit (AOC). However, there are other requirements to qualify for AOC. Enter the 1098-T into TurboTax and the program will determine if you qualify or not.
Qualifications for claiming the American Opportunity Tax Credit are:
You must be considered an eligible student:
You aren't eligible to claim the American Opportunity Tax Credit if:
Related Information:
Source: TurboTax FAQ
We meet all the other requirements. I guess my real question was whether part or all of the fees for the course might be considered to include transportation expense, which is not considered a qualified education expense (QEE). The fees helped cover plane fare and lodging, which I consider travel. Is there a distinction between travel expenses and transportation expenses? Can I rely on the school properly classifying the entire course fee properly in Box 2 as "qualified tuition and related expenses"?
if this makes it any easier on you, once Box 1 (you stated box 2, but did you mean box 1?) is over $4,000 it doesn't matter. you'll get the $2500 AOTC credit. Anything beyond $4000 in box 1 has no impact
are there other 1098T from other colleges?
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