JulieG18
Returning Member

Education

provide the following info for more specific help:

  • Are you the student or parent.  PARENT
  • Is the  student  the parent's dependent.   YES
  • Box 1 of the 1098-T  $4001
  • 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  N/A
  • Box 1 of the 1099-Q  $7476
  • Box 2 of the 1099-Q  $2344
  • Who’s name and SS# are on the 1099-Q, parent or student (who’s the “recipient”)?  STUDENT
  • 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.  $5993
  • Other qualified expenses not included in box 1 of the 1098-T, e.g. books & computers 0
  • How much taxable income does the student have, from what sources    $2721
  • Are you trying to claim the tuition credit (are you eligible)?  YES
  • Is the student an undergrad or grad student?  UNDERGRAD
  • Is the student a degree candidate attending school half time or more?  FULLTIME