Thank you!
Turns out when we check his university financial account, the T-1098 is wrong. It's counting scholarship income that was not credited to his account until January 2024, which is also when we paid this spring semester.
So my understanding is that we will be filling out the T-1098 with correct financial figures, which means only fall scholarship and qualified educational expenses will be claimed for 2023, then he will be claiming 3 semesters (spring 2024+ senior year 24/35) of scholarship funds and qualified expenses for 2024.
Hope the seeming payment disparities (basically 0.5 for 2023 and 1.5x for 2024) will not cause flags since we're following -- or doing our best to follow! -- Pub. 970 guidance.
Thanks, again!
