Education

Yes that 1098T screen for 2020 has the box checked for Box7.   What I'm referring to is actually related to 2019 and the follow-up screen "Did student Receive a Form 1098T from school in 2019?"    On that screen I choose Yes, he did get a 1098T for 2019.  Then a 2nd question comes up that says "Was there an amount in Box 2?"   There wasn't an amount so I choose No here.  But if I choose Yes, then a 3rd question comes up that says "Was Box 7 Checked?"  This is the box 7 I think I should check.  So as a work around I guess I can say Yes there was an amount in box 2?   This does correct the issue on form 8863.

 

I've spoken to the school and they don't fill in amounts for box 2 (seems to be a defunct thing now anyway).  But I have detailed records from them of what was billed vs what was paid, so I thought it would be wise for Form 8863 p2 to have the box checked Yes at line 22a 3 as "proof" that there are expenses that are double-reported but only reimbursed once from the 529.