Education

Thank you for the quick reply, but I am still a bit confused.  Maybe some more specific detail would help clarify:

 

1098-T (Son=student)  Box 1: 17,198  Box 5: 6,500 (1,500 of which is that extra scholarship that came late)

1099-Q (son=recipient)  box1: 11,773  Box 2: 5,035  Box 3: 6,738

1099-Q (parent=recipient)  box1: 3,476  Box 2: 1,514  Box 3: 1,962

 

Additional items that are in 1099Q that are not in 1098T (Computer: 2,693  and books: 357)

 

So 17,198(1098T)-6,500(1098T)+2,693(computer)+357(books)-11,773(1099Q)-3476(1099Q) = -1,500 (529 plan overpay)