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Let's start with the 2 Qs. All of the 529 money went towards room and board or maybe all but $2k, see more below. Those are not filed if nothing is taxable.

Next, you may be able to claim your student as a dependent. The temporarily away from home expenses were covered by the 529. Here is a  support worksheet. A student is considered to live at home for the year even while temporarily away for college. The IRS has a quick online quiz to determine who gets to claim, see Dependent. Whoever claims the student, claims the education credit. Usually, students don't have enough income to do them any good. Under age 24 and full time student is not restricted by earnings for dependency.

The bursar numbers can be used since they are higher but you would want to determine why there is a discrepancy. If you decide to use the numbers from the bursar account, make a copy of it to put with your tax file to make a statement, in case the IRS asks. The 1098-T is considered an informational form and not necessarily accurate.

AOTC is only good for 4 years and at age 22, you may have already used it 4 times so be sure to check. The IRS does a fast audit if you try a 5th time. There is a lifetime learning credit available once the 4 years of AOTC are done.

Now for the 1098-T. Box 1 $12,372 and box 5 $22,667.

• If you are claiming student
  • you enter 1098-T with box 1 of $4k and box 5 empty.
  • Student will enter 1098-T with box 1 of 12,372-4000 used on yours =$8372 to enter and box 5 is the full amount. Be sure to add any other educational expenses, book, supplies, etc.
  • The scholarship is a hybrid income and does count towards the kiddie tax. See What is the Kiddie Tax?
• If the student is claiming the student, enter the 1098-T as-is along with other expenses.

 The 1099-Q for $2k - if it wasn't used for room and board, it is used for education and must be counted. You have of two ways:

• Enter the 1099-Q and let it be part of the return or
• Consider it as going towards education costs and tuck it away. Then, the amount for education expenses in box 1 will need to be reduced by the $2k from the Q. Again, be sure to include all extra books, supplies, etc.