Education

@idotaxes  need more info

• Is the  student  the parent's dependent.
• Does box 5 include any of the 529/ESA plan payments (it should not)
• Is any of the Scholarship restricted; i.e. it must be used for tuition
• Who’s name and SS# are on the 1099-Q, parent or student (who’s the “recipient”)?
• Does the $5797 include all Room & board,  books & computers
• How much taxable income does the student have, from what sources
• is parent trying to claim the tuition credit (are they eligible)?
• Is the student an undergrad or grad student?