Education

Thank you very much. That is clear. The mismatch just seems odd to me. My son does have to file a return with his summer earnings. By keeping the large box 1 value in the 1098-T on my return (there is nothing in box 5), but moving the 1099-Q to my son's return, it feels like he could be liable to pay taxes for the 1099-Q values even though it was all for qualified educational expenses. Or maybe when I get to do my son's taxes next I'll find that Turbo Tax has this all figured out.  Anyway, thank you again.