PSUDAD
Returning Member

Education

Parent

Yes, student is my daughter/dependent

Box 1 1098T $9449.000

Box 5 empty

No scholarships

Box 5 empty

No scholarships

Box 1 1099Q $16078 (exact amount of tuition, room, board bill from college bursar)

Box 2 $5,129.56

My daughter rec'd the 1099Q (I had 529 check cut direct to her)

On campus, room and board charges were rolled into one total bill from bursar

she spent about $200 on books but I'm not worried about that as I'm not sure how easy to find receipts, etc.  she bought a computer during the summer but it was not required, again finding receipts, etc.

Only taxable income is $653.33 on W2 from summer job

I want to claim all possible tuition credits without messing up my daughter's tax situation.  My wife and my combined annual income is less than $130k. 

she is undergrad (freshman)

If i can't claim these credits this go, I'd like to understand how to do it in 2022. 

Thx!