Education

Let me verify one more time:

1.So on my joint-married filing, my college son is still be claimed as my dependent and I don't have to include his W2 income, correct? I don't need to list 1098-T and 1099-Q either since I know total distribution were used toward qualified expenses under 529 plan. Correct?

2. In addition, I can do a separate filing (on 1040EZ) to list his W2 (less than $3000) and report his 1098-T document where he has  $14K scholarship, less $11K tuition. We never get any document of the second scholarship $4500, should we include in his filing? The difference between total two scholarship and the tuition is $7500 that was paid to R&B ($10,500). The balance of $3000 were paid by 529 plan under my filing, no need to mention on his filing right? Since his wage and taxable scholarship $10,500 is less than filing threshold, then he might get refund for taxes withdraw on his W2. Correct?