Wow, this is great. Thank-you so much for the help!!
1098-T box 1: $15,090.83
1098-T box 5: $4000
Box 5 is the grant she received from the school only.
One curious thing, box 7 is checked, which indicates amount was for period Jan - Mar 2020. I think it is for both 2019 and 2020 (although we had money returned from 2020 due to COVID-19, which I've sent back to the 529).
My daughter's 1099-Q:
Box 1: $18,761.56
Box 2: $9,127.88
Our 1099-Q:
Box 1: $904.87
Box 2: $442.02
I don't know if all these numbers are supposed to match, but I do remember that she got some money (maybe $1500?) for having invested in our state's sponsored 529 for so long.
Room & board information from the school bills:
Fall housing: $4575.87
Fall meal plan: $2736.21
Spring housing: $4575.87
Spring meal plan: $1889.75
The deposit was $600. Books came to $304.87. The addition of these two costs is what is included in our 1099-Q. The computer came to $1082.17.
Wow, lots of information that I had to find. Thanks for getting me over the brain freeze with my taxes. I would have had them completed before April 15, but I haven't been able to figure out what goes where. The extension of the due date hasn't helped 🙂
