jowerg
New Member

Scholarship exceed tuition but less than $6100, form 1098-T. Can I claim my son as dependent?, who claim education expenses? Does he need to file a return?

My son is 19 year old and he is a freshman in the University. He is receiving a scholarship that exceeds the tuition by $2185 for 2016 (after excluding books) but he didn't had any other taxable income during the year.  Note: I paid for all his expenses.

These are my questions:
1)  Does he needs to file a tax return by his own? I understand the $2185 will be taxable income, but it is less that $6100 required to file.
2) Should The parent file the 1098-T form?
3)  Can I claim his as a dependent and apply deductions for his student expenses?
4) Will I be eligible for the American Opportunity Credit?

Thanks for any information you can provide