My PhD student fellowship (box 5 on 1098-T) exceeds the tuition (box 1) by $13,000. To show this as taxable, I entered this as being used for room and board, which worked to show it as income. However, TT also put the same $13,000 on line 31 of form 8863, which then generates the $2,000 lifetime learning credit in my return. I think I answered all the questions correctly but not sure I’m qualified for the credit.
