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Education
Provide the following info for more specific help:
- Box 1 of the 1098-T
- box 5 of the 1098-T
- any scholarships not shown on the 1098-T
- Is any of the Scholarship restricted; i.e. it must be used for tuition
- Does box 5 include any of the 529/ESA plan payments (it should not)
- Box 1 of the 1099-Q of your 1099-Q
- Box 2 of the 1098-Q of your 1099-Q
- Box 1 of the 1099-Q of his 1099-Q
- Box 2 of the 1098-Q of his 1099-Q
- Board cost or the schools meal allowance amount for the year
- Other qualified expenses not included in box 1 of the 1098-T, e.g. books & computers
- Students other income ($1000 cap gain and ???
‎February 26, 2021
8:20 AM