Q. I should complete the section in TurboTax to vet the AOTC credit on my return this year?
A. Yes
Q. I should NOT include the 1099-Q and 1098-T forms in my daughter's name?
A. Yes & no. Do not enter either of 1099-Qs, not the one in her name and not the one in you name. Do enter the 1098-T. A 1098-T is a requirement for the credit (and the method for entering tuition amount). Do not bother to enter any other amounts (e,g, books). In fact, you can enter the 1098-T with just $4000 on box 1 and box 5 blank (because you know the program will only use that $4000 in the calculations. The 1098-T you enter is not sent to the IRS.
You also want to work on gathering your other expenses (R&B, books etc), so we can see where we stand; ideally before you file your return.
