Jen,
Provide the following info for more specific help:
- Box 1 of the 1098-T
- box 5 of the 1098-T
- Does box 5 include any of the prepaid plan payments (it should not)
- Box 1 of the 1099-Q
- Box 2 of the 1098-Q
- Who’s name and SS# are on the 1099-Q, parent or student (who’s the “recipient”)?
- Room & board paid. If he lives off campus, what is school's R&B charge. If the student lives at home, just the meal plan charge
- Other qualified expenses not included in box 1 of the 1098-T, e.g. books & computers
