Thank you again Hal_Al.
The college is closed today so I can't get the info on the $18200 of scholarships til Monday. $4986 of the financial assistance was from the State office of Voc Rehab. In response to my inquiry, they only replied "Our Authorizations are tax exempt". However, the $ can only be used for tuition and fees. VocRehab notified the college to bill them for that amt; when they were billed, they sent the $ directly to the college. We never rec'd any statement or tax form , but I assume we still needed to include it in the calculations, If that is incorrect, lmk and I'll remove it.
You said "On each return, enter only the expenses you want to use." Does that include just the Other Expenses or also tuition because I though the 1098 T had to go on the parents form?
Looks like the Kiddy tax is triggered on student form. However, would it better to have us use enough expenses for the AOTC and to cancel out our taxable distribution, thus pushing all taxable income to student's form? We had lg med expenses in 2019 and any increase in our AGI will reduce our med deduction from Schedule A. Or is that a factor?
Thank you for your invaluable help and patience with this complex situation.
