- Are you the student or parent. RESPONSE: parent but she's filling her own return
- Is the student the parent's dependent.RESPONSE: no
- Box 1 of the 1098-T RESPONSE: RESPONSE: $6025
- box 5 of the 1098-TRESPONSE: $3000
- Any other scholarships not shown in box 5 RESPONSE: no
- Does box 5 include any of the 529/ESA plan payments (it should not) RESPONSE: no
- Is any of the Scholarship restricted; i.e. it must be used for tuition RESPONSE: no
- Box 1 of the 1099-Q RESPONSE: her grandparents received this, they were the ones who funded the account
- Box 2 of the 1099-Q
- Who’s name and SS# are on the 1099-Q, parent or student (who’s the “recipient”)? RESPONSE: I will check, but the money was sent from the account to the school
- Room & board paid. If student lives off campus, what is school's R&B on campus charge. If he lives at home, the school’s R&B “allowance for cost of attendance” for student living with parents. RESPONSE: this is a local university, where the vast majority of students live off campus
- Other qualified expenses not included in box 1 of the 1098-T, e.g. books & computers RESPONSE: negligible
- How much taxable income does the student have, from what sources RESPONSE: she worked part time
- Are you trying to claim the tuition credit (are you eligible, your income is not too high)? RESPONSE: she would like to, her income is relatively low
- Is the student an undergrad or grad student? RESPONSE: undergrad
- Is the student a degree candidate attending school half time or more? RESPONSE: undergrad degree and in school more than half time
Thanks!
September 30, 2025
7:49 PM
