wiessner
Returning Member

Education

See my answers below in red.

 

  • Are you the student or parent.  I am the parent
  • Is the  student  the parent's dependent.  Yes she is a dependent
  • Box 1 of the 1098-T  32,900
  • box 5 of the 1098-T  18,050
  • Any other scholarships not shown in box 5  No
  • Does box 5 include any of the 529/ESA plan payments (it should not)  No
  • Is any of the Scholarship restricted; i.e. it must be used for tuition  No
  • Box 1 of the 1099-Q  21,521
  • Box 2 of the 1098-Q  8,578
  • Who’s name and SS# are on the 1099-Q, parent or student (who’s the “recipient”)?  student's name
  • Room & board paid. If student lives off campus, what is school's R&B charge  student lives on campus, R&B is $7,165
  • If the student live at home, what is the school's meal plan allowance  N/A
  • Other qualified expenses not included in box 1 of the 1098-T, e.g. books & computers  books $83, computer $1399, parking permit $160 (don't know if this qualifies)
  • How much taxable income does the student have, from what sources $2200 worked during summer