Carl
Level 15

Education

Here's the part I can answer with certainty.

there were other qualified expenses this Fall not charged by school, like a required computer), but I previously paid out of pocket for some qualified expenses (some Fees that will be reported on 1099-T and required computer equipment that will not be reported on 1099-T ~$2000 this year)

Of the three identified qualified education expenses, (tuition, books, and lab fees) the computer, and any other requirement identified in any class syllabus which you purchased for the primary reason of satisfying that syllabus, falls under the "lab fees" category. Therefore it's a qualified expense that can be used against scholarships, grants, 529 distributions, and/or out of pocket expense.

Not all qualified education expenses are always included on the 1098-T. That's why the program will, a few screens after the 1098-T entry, specifically ask you for qualified expenses that were not included on the 1098-T.  This is where being able to track the flow of money can come into play if you are ever audited.

You can get the details by having the student log into their college web account and go to the financials section. That takes care of the totals shown on the 1098-T. Then for those things you're claiming that were not included in the 1098-T amounts, maintaining receipts is all you need to justify the additional costs "should" you be audited. If you're never audited, then nothing to worry about. If you are audited and have receipts, then there's still, nothing to worry about.