Fengle here (I asked the question). To clarify, tuition & fees for Spring 2017 were billed AND PAID in Dec 2016, the scholarship was applied in Jan 2017, and the amount billed exceeded the scholarship amount so there were no excess scholarship funds left over. Not sure if your suggestion will work, as again the payment was NOT in 2017. Also, we are not trying to get any higher learning tax credits....we don't qualify due to income limits. Just concerned that the 1098-T makes it look like there were excess scholarship funds when there were not. Every semester of her college, the tuition & fees billed amount always exceeded her scholarships received.
