Thank you so much @Hal_Al 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 $15,014
- box 5 of the 1098-T $5042
- Any other scholarships not shown in box 5 No
- 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 It is tied to tuition I believe
- Box 1 of the 1099-Q My daughter's 1099-Q form=$20,357.72 My 1099-Q form=$1993.94
- Box 2 of the 1099-Q My daughter's 1099-Q form=$7771.66 My 1099-Q form=$755.42
- Who’s name and SS# are on the 1099-Q, parent or student (who’s the “recipient”)? One in my daughter's name, one in my name
- 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. She lived on campus for all of the 2022 calendar year.
- Other qualified expenses not included in box 1 of the 1098-T, e.g. books & computers We did incur expenses for books/supplies, I would need to gather totals for those expenses.
- How much taxable income does the student have, from what sources Her 2022 AGI was $11,048, from a part-time jobs
- Are you trying to claim the tuition credit (are you eligible)? I'm trying to determine if I'm eligible to receive a credit. If it doesn't look like I am, I'll forego entering the 1099-Q and 1098-T forms this year.
- Is the student an undergrad or grad student? Undergrad
- Is the student a degree candidate attending school half time or more? Yes, full-time student pursuing degree
