Are you the student or parent.
-- Parent
Is the student the parent's dependent.
-- Yes
Box 1 of the 1098-T
-- $18,812 (again, 1098-T is under my daughters name)
box 5 of the 1098-T
-- $27,316
Any other scholarships not shown in box 5
-- No
Does box 5 include any of the 529/ESA plan payments (it should not)
-- No
Is any of the Scholarship restricted; i.e. it must be used for tuition
-- Not sure I understand the question... It is athletic scholarship so I guess it must be used for tuition, room and board etc.
Box 1 of the 1099-Q
-- $20,000
Box 2 of the 1098-Q
-- $6,116 (I assume you meant 1099-Q)
Who’s name and SS# are on the 1099-Q, parent or student (who’s the “recipient”)?
-- Parent (myself)
Room & board paid. If student lives off campus, what is school's R&B charge. If the student lives at home, only the school's board charge for on campus students.
-- Student lives on campus, fully paid by the scholarship.
Other qualified expenses not included in box 1 of the 1098-T, e.g. books & computers
-- No
How much taxable income does the student have, from what sources
-- None
Are you trying to claim the tuition credit (are you eligible)?
-- If I understand correctly, my income is too high for claiming tuition credit.
Is the student an undergrad or grad student?
-- Undergrad, 18 yo, freshman year, just started college last fall.
