Education

Thanks so much for the quick response.  This has all helped tremendously.  

 

If the GI Bill is captured in the amount of the 1098T and I broke it out when asked do I need to put it in the 'Did Kassidy receive a scholarship or grant in 2021' section also?  I checked 'Yes' and it asks again for 'Veterans Education Benefits'.  It lists the 1098T amount-the GI Bill as the 'Scholarship Amount' then gives a box under it for the 'Veterans Education'.  I assume this should be '0' for me since it was already captured in the 1098T.  So should I just select 'No' from the beginning for this section since she has no other scholarships that were not already reported previously?

 

And lastly, the section 'Did Kassidy pay for room and board with a scholarship or grant'.  I put 0 since we can apply it to the 529 which is tax deductible.  In reality the money could come from any one of the sources to include the VA GI Bill.  

 

BTW, after reviewing the 1098T and college billing statements the Room and Board was not included on the 1098T.  

Thanks again!