nagrath
Returning Member

Education

If it helps, here are the answers to your questions:

  • Are you the student or parent.  Parent
  • Is the  student  the parent's dependent.  Yes
  • Box 1 of the 1098-T  61860.5
  • box 5 of the 1098-T 1402.5
  • Any other scholarships not shown in box 5
  • Does box 5 include any of the 529/ESA plan payments (it should not) Don't think so
  • Is any of the Scholarship restricted; i.e. it must be used for tuition  not known - NY TAPP
  • Box 1 of the 1099-Q  77729.50
  • Box 2 of the 1099-Q  38291.36
  • Who’s name and SS# are on the 1099-Q, parent or student (who’s the “recipient”)?  Students
  • Room & board paid. If student lives off campus, what is school's R&B on campus charge. If he lives at home, the school’s R&B “allowance for cost of attendance” for student living with parents.   16257.00
  • Other qualified expenses not included in box 1 of the 1098-T, e.g. books & computers  1451.5
  • How much taxable income does the student have, from what sources  4296, all unearned (div & int)
  • Are you trying to claim the tuition credit (are you eligible)?  YES
  • Is the student an undergrad or grad student?  Undergrad
  • Is the student a degree candidate attending school half time or more?  YES