1. Got it.
2. Don't need to but nice to have it in there and show used, preferred.
3. Yes, the ex will get the credit on her return.
4. Only $4,000 of expenses is needed to qualify for the full $2,500 AOTC. She can input the 1098-T without worry. The family can prove $8,000 was paid out of pocket, at minimum. This beats the $4,000 needed for the credit so there is no concern.
The tax form uses the $4,000.
The 1099-Q is also allowed to be used for room and board. We all know college kids can eat!
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