Provide the following info for more specific help (even if you provided it early, we need it in 1 place):
- Are you the student or parent.
- Is the student the parent's dependent.
- Box 1 of the 1098-T (or total amount of tuition and fees paid in 2020)
- box 5 of the 1098-T (or total amount of scholarships received))
- Is any of the Scholarship restricted; i.e. it must be used for tuition
- Box 1 of the 1099-Q
- Box 2 of the 1098-Q
- Who’s name and SS# are on the 1099-Q, parent or student (who’s the “recipient”)?
- Room & board paid. If student lives off campus, what is school's R&B charge. If student lives at home, what is school's meal plan allowance
- Other qualified expenses not included in box 1 of the 1098-T, e.g. books & computers
- How much taxable income does the student have, from what sources
- Are you certain you don't qualify for a tuition credit
