Any other scholarships not shown in box 5? yes, $4000 paid directly to student that then was used to help pay tuition
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 yes
Box 1 of the 1099-Q 6,183.38 - (this was for R&B)
Box 2 of the 1098-Q 524.68
Who’s name and SS# are on the 1099-Q, parent or student (who’s the “recipient”)? student
Room & board paid. If student lives off campus, what is school's R&B charge? Student lived at home spring 2021, but lived on campus for Fall 2021. Paid 6,183.38
Other qualified expenses not included in box 1 of the 1098-T, e.g. books & computers? books: 83.50
How much taxable income does the student have, from what sources? She had 2 part time jobs, 1st w-2 list $2,173.90 in box 1 and nothing listed in box 2; 2nd w-2 list $1,017.84 in box 1 and nothing listed in box 2
Are you trying to claim the tuition credit (are you eligible)? yes
Is the student an undergrad or grad student? undergrad
