Thank you, Fangxial_. Would you please clarify whether you believe:
- My daughter could claim on her return the amount of Qualified Education Expenses (QEE) in excess of the 1099-Q withdrawal amount that I would report/include (with a matching portion of QEE) on our (her parents') return?
- If so, should she enter NEITHER the 1098-T nor the 1099-Q, but simply $9K of (incremental) qualified education expenses?
- Room & board remains a QEE?
