Hal_Al
Level 15

Education

You need to get a netter handle on your numbers. What is the $1095 from? A separate scholarship or is part of your employer assistance? Does some of this straddle two calendar years (reimbursement came in a different year than tuition paid )?  Did your employer pay ALL tuition and expenses to the school or did you pay and get reimbursed by your employer.  It's not likely that the box 1 amount is exactly what your employer reimbursed  (9975-5250= 4725, not 3440). 

 

Based on what you've provided so far, you should claim $4725 for the tuition credit.  The simple work around is enter $9975 in box 1 at the 1098-T screen, and 5250 in box 5.