Q. What info do I use from his 1098-T in my amendment?
A. You enter the 1098-T.
Q. Does turbo tax allow me to do this pretty easily?
A. No. So, you should use the same essential short cut, that you use on your son's return: Enter the 1098-T with $1555 in box 1 and box 5 blank*. If you have any books expenses, for simplicity, just add that cost to box 1 (there is a place to add book costs in the interview).
*The 1098-T is only an informational document. The numbers on it are not required to be entered onto your tax return. However receipt of a 1098-T frequently means you are either eligible for a tuition credit or possibly your student has taxable scholarship income.
If you claim the tuition credit, you do need to report that you got one (the TurboTax interview will handle this)
You claim the tuition credit, or report scholarship income, based on your own financial records, not the 1098-T. In the 1098-T screen, click on the link "What if this is not what I paid the school" underneath box 1. You will then be able to enter the actual amounts paid. You will also reach a screen that allows you to adjust the scholarship amount for "amounts not awarded for 2023 expenses".
Or if you find it easier, just change the numbers in boxes 1& 5 to what your records and/or calculations show. The 1098-T that you enter in TT is not sent to the IRS.
