@MountainGal Yes, ask a new question. This thread is too long with too many many sub topics. State your question and provide these details::
- Are you the student or parent.
- If, student, are you the parent's dependent.
- Box 1 of the 1098-T
- box 5 of the 1098-T
- Does box 5 include any of the 529/ESA 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 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
