Provide the following info for more specific help:
- Box 1 of the 1098-T
- box 5 of the 1098-T
- Any other scholarships not shown in box 5
- Does box 5 include any of the 529/ESA plan payments (it should not)
- Is any of the Scholarship restricted; i.e. it must be used for tuition
- Box 1 of the parent's 1099-Q
- Box 2 of the parent's 1099-Q
- Box 1 of the grandparent's 1099-Q
- Box 2 of the grandparent's 1099-Q
- Who’s name and SS# are on the 1099-Q, parent or student (who’s the “recipient”)?
- 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.
- Other qualified expenses not included in box 1 of the 1098-T, e.g. books & computers
- How much taxable income does the student have, from what sources
- Are the parents eligible for the AOC (income not over $90K, $180K MFJ)
- Why isn't the student being claimed as a dependent (age, income, support)
- Is the student an undergrad or grad student?
- Is the student a degree candidate attending school half time or more?
