@EPBrent-
1. If you're going to use that explanation word-for-word then you will need to paper file the return with that explanation attached (or handwritten very carefully).
2. Doesn't hurt to include copies (never originals!) of anything that you think will bolster your case - provided it doesn't add to much information to the return (think one to two pages max) and you won't implode if the IRS sends you a request later for the exact same information.
3. Any pages where the information has changed need to be submitted to the IRS. That is for sure the 1040X and the 1040. Could change the schedule A, could change any forms related to education expenses. Include forms if you aren't sure.
4. You don't need to include 1099-Q if it was all used for education expenses and the education expenses are included on your tax return. You don't need to include a 1098-T if you don't want the deduction or if you are income capped out of taking any deduction.
5. The only person who can claim education expenses (and education credits) is the person who claims the student. If the student does not claim themselves they are not eligible to deduct education expenses or receive education credits.
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