PurpleOrangeMango
Returning Member

Qualified Educational Expenses

Hello! I am calculating someone's qualified educational expenses (to determine what part of a scholarship is taxable) and getting a number lower than their university provides for qualified educational expenses. I realize that the difference is really that the university 1098T seems to count room and board (mandatory to purchase those specific plans) as qualified expenses. I know room/board ordinarily would not count, but since the university itself counts them, would that in this case allow the usage of the higher, university-provided number since the university itself determines they are qualified? Looking at the university 1098T for other years (where housing and room and board are NOT required, they are NOT counted it seems)