@Working_on_it
$700 from a summer job W2 and $3K grant money is not enough for her to file a tax return. She can just not file.
The TT interview is complicated. What you're experiencing is not unusual.
If you want to continue, Provide the following info and I'll verify your conclusion and try to give you step by step instructions:
- Box 1 of the 1098-T
- box 5 of the 1098-T
- Any other scholarships not shown in box 5
- Does box 5 include any of the 529/ESA plan payments (it should not)
- Is any of the Scholarship restricted; i.e. it must be used for tuition
- Box 1 of the 1099-Q
- Box 2 of the 1099-Q
- Who’s name and SS# are on the 1099-Q, parent or student (who’s the “recipient”)?
- Room & board paid. If student lives off campus, what is school's R&B charge.
- Other qualified expenses not included in box 1 of the 1098-T, e.g. books & computers
- Is the student an undergrad or grad student?
