As an addendum, the student can log into their online college account and go to their financial section to get financial details. But be careful here.
- Qualified education expenses are claimed in the tax year they are paid. Doesn't matter what year is paid for either.
- Scholarships/grants/529 funds are claimed as taxable income (initially) in the tax year they are received. Doesn't matter what year that money is for either.
So when looking at your financials on line, pay attention only to the date a payment for a class was applied, and ignore the start date of the class that payment was for.
