FangxiaL
Expert Alumni

Education

To simply the matter,

  • Leave the 1099-Q off your return because your name and SSN is not on it;
  • If your income qualifies you for the AOTC, claim it.
  • Since your son has no other income, he has no filing requirement, even if you carved out $4,000 to claim the AOTC. 

@skvm

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