@NCperson
comments inline
Box 1 and Box 5 of form 1098T
2) Box 1 and Box 2 of Form 1099Q
15,430 and 4,326
3) any qualified expenses (Room and Board, books, computer expenses, etc.) that are NOT part of Box 1 of Form 1098T
Out of 15,430 (from 1099Q) - 1267 fees (52987.00 - 51720.00) = 14163 (room and board)
4) whose social security number is on the 1099Q
Student
5) are you eligible for AOTC? (AGI below $160,000)
No
6) confirm your student is a dependent on your tax return.
Yes
