This is what I know:
- Is the student the parent's dependent. No, she is independent.
- Box 1 of the 1098-T 2721.12
- box 5 of the 1098-T 0
- 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 Not sure what you mean - the 529 is used for tuition
- Box 1 of the 1099-Q 2993.12
- Box 2 of the 1099-Q 1509.29
- Who’s name and SS# are on the 1099-Q, grandparent or student (who’s the “recipient”)? Grandparent
- 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 is married with children an lives at her home. School is part time, so I don't imagine there is an allowance.
- Other qualified expenses not included in box 1 of the 1098-T, e.g. books & computers I don't know. It's less than the amount on the 1098-Q, so I don't think so.
- How much taxable income does the student have, from what sources I don't know. But she and her husband both work.
- Are the parents trying to claim the tuition credit (are they eligible, income under $180K filing jointly, $90K single)? Parents are not a factor.
- Is the student an undergrad or grad student? Undergrad
- Is the student a degree candidate attending school half time or more? Half time, potentially getting a degree.
Thanks again for your help. It is really appreciated.
