Thanks for the response. Actually the $1,717 IS included in BOX 1 of the 1099-T. So I guess I would include that amount since it was paid in 2021 and it would reduce the amount of the grant that goes towards room & board. But after reading the description for Box 1, I am now even further confused. It says " Box 1 Payments Received for qualified tuition and related expenses 40,258.00" Does this mean everything qualifies as education expenses or only the "tuition" portion of the $40K paid? Box 5 says "Box 5 Scholarships or Grants 34,823.00" But only $30,155 is actually for "tuition". So that is why I am not sure if the income for my son is the $34K Grant - the $30K tuition? Or can I reduce that by the additional $1,717 that we paid for spring 22 that is included in Box 1 of $40K and paid in 2021? And that would ultimately determine if he has to file a return since one puts him over the income level to file. Also, turbo tax asks you specifically what amount the grant covered room and board on my return. so I need to know what to put here first before we do my son's return, if in fact we need to do one? $4688 paid for room & board (not including the $1717) or $2951 (including the $1717 payment for 2022 in 2021).
I hope this makes sense and THANK YOU for you previous prompt response!
