Education

1) When you post the 1098-T into Turbo tax, watch what occurs - try it both ways (Box 1 less than Box 5 and then Box 1 greater than Box 5).  When Box 1 is greater than Box 5, you should get the AOTC credit (assuming you pass the other eligibility tests).  When it's the other way around, TT should tell you to post on the student's return. 

 

2) read publication 970