@M_C_E and @Hal_Al ,
I think M C E and I are poking at the same concern. To state my situation more clearly:
- College billed Spring QHEE December 21
- College credited Spring Scholarship January 22 ( not in 2021 1098T)
- This makes 21 have AOTC credit and 22 have more scholarship than QHEE=taxable income.
- Payment History shows Spring Scholarship posted 1/4/22 and QHEE in 12/21.
- To complicate it -I paid some of the QHEE for 21 in January 22 so guessing that can't go into AOTC credit figures either year.
Is it best to calculate AOTC credit amount without manipulating the Spring Scholarships since they were not included on my payment history/1098T for 2021?
