Provide the following info for more specific help:
- Is the student the parent's dependent.
- 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 parent's 1099-Q
- Box 2 of parent's 1099-Q
- Box 1 of students' 1099-Q #1
- Box 2 of student's 1099-Q #1
- Box 1 of students' 1099-Q #2
- Box 2 of student's 1099-Q #2
- Amount of High School tuition
- Room & board paid during college. 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
- How much taxable income does the student have, from what sources
- Are you trying to claim the tuition credit (are you eligible)?
