Hal_Al
Level 15

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 ???