@RR-fromMaryland The 1099Q relates to the return of the social security number on the document; that is the rule - there is no option. The 1099Q will have the parents SS# if the administrator sent the money to the parents. If the administrator sent the money to the school, the student's social security number will be on the form.
The 1098T goes on the parents tax return, assuming the student CAN BE a dependent and Box 1 exceeds Box 5. Otherwise, it goes on the student's return
if you post the following, I can guide you with the math and approach:
1) 1098T - box 1 and Box 5
2) 1099Q - Box 1 and Box 2 - whose social security number is on the form?
3) how much are the other expenses that is not in Box 1 / Form 1098 T (think Room and Board, Books, Computer expenses)
4) are you eligible for AOTC? (joint AGI less than $160,000)
