Just noticed this. Thanks again, here's the info...
- Box 1 of the 1098-T : $27166
- box 5 of the 1098-T: $14000
- any scholarships not shown on the 1098-T: $0
- Is any of the Scholarship restricted; i.e. it must be used for tuition: Yes, it all must (and was) used for tuition. It basically just reduces the amount of tuition that has to be paid. Tuition includes all required books and even an official iPad.
- Does box 5 include any of the 529/ESA plan payments (it should not): no
- Box 1 of the 1099-Q of your 1099-Q: $13, 583
- Box 2 of the 1098-Q of your 1099-Q: $8006
- Box 1 of the 1099-Q of his 1099-Q: $7235
- Box 2 of the 1098-Q of his 1099-Q: $4164
- Board cost or the schools meal allowance amount for the year: $3100 for top tier, $2800 for second tier.
- Other qualified expenses not included in box 1 of the 1098-T, e.g. books & computers: $0
- Students other income ($1000 cap gain and ???:
1099-DIV: $19
1099-B: $775 Short term gain with $88 Wash sale loss disallowed.
