thanks again for the great input. here are some example numbers which may help:
- son earned income $20k
- lived at school and then rented apartment
- education expenses paid fully by 529 plan distributions
- 1099-Q $30k ($10k/semester = 2019 Spring + Fall, 2020 Spring)
- 1098-T box 1 $25k, box 5 $5k (= net $20k tuit / year)
So...
- should he file independently?
- should he enter 1099-Q (2019 and part 2020)?
- should he enter tuition expense 1098-T info (2019 only) or enter 1099-Q numbers?
- should he claim the tuition credit?
Or... your best suggestion based on the info above.
Thx!
