Son: 1098-T box 1 $23,000 no mention of box 5. The Q does not need to be filed if used entirely on qualified expenses, such as room and board. Tuck the Q into tax folder. This leaves more than the $4000 necessary to claim the AOTC.
He is not required to file a tax return due to his income level.
Daughter: Tuck the Q away since it went to room and board as well. She is not required to file and yes you can claim the lifetime learning credit.
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