Hal_Al
Level 15

Education

Provide the following info for more specific help

  • Is the student the parent's dependent.
  • 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, grandparent or student (who’s the “recipient”)?
  • Room & board paid. If you live off campus, what is school's R&B charge
  • Other qualified expenses not included in box 1 of the 1098-T, e.g. books & computers