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Get your taxes done using TurboTax
Thanks - I guess worst case, I wait until January to pay, then find these scholarships are listed in Box 5 but only the fall tuition is listed in Box 1. Then I'll just put the difference (scholarships applied to fall were more) in TT, and then on the 2023 1098-T they would list spring and fall tuition but no outside scholarships, I'll put those last two in when I do the taxes. None of them should be taxable, since they were less than the expenses they were applied to (fall about 55% of the total scholarships, and spring 45%). It would be better for us to claim in the spring so it matches up with what I *think* the 1098-Ts will be (the usual way, fall freshman tuition on the first one, and spring freshman/fall sophomore on the second). We should have no problem meeting $4000 in QHEE just from the fall 2023, don't need the spring for either year, but just in case she drops out over the summer or something unforeseen happens, then we could use the spring tuition to qualify for AOTC next year if we had to.