Hal_Al
Level 15

Education

Q. For the 1098-t- let say’s it is 8000 for box 1 - 4000 used for aotc. So when I put it on my child’s I then include $4000 in box 1.

A. Yes*.  

 

Q. Can his books and materials also be  put on his return as well or no because those are on our return for his expenses? 

 

Entering all the expenses on your return is meaningless.  What counts is actually using them.  The only expenses you need/use, on your return,  is the $4000 of tuition to claim the AOTC.

 

So, yes all other expenses, including books and course materials, go on his return. 

 

* Verify that TT didn't already allocate money to the credit, as previously described.