He can file an amended return and still owe no tax. He does not have to do that until well after you have filed, claiming everything you're entitled to. The simple way to claim the full AOTC, on your return, is to enter the 1098-T with $4000 in box 1 and box 5 blank. Don't bother with any other numbers. *
This education stuff is very common and not an IRS target.
Students living at home are still allowed an R&B allowance. You can be sure it's more than $1944. So, again, forget the 1099-Q.
*The 1098-T is only an informational document. The numbers on it are not required to be entered onto your tax return. However receipt of a 1098-T frequently means you are either eligible for a tuition credit or possibly your student has taxable scholarship income.
If you claim the tuition credit, you do need to report that you got one(the TurboTax interview will handle this)
You claim the tuition credit, or report scholarship income, based on your own financial records, not the 1098-T.
If you find it easier, just change the numbers in boxes 1& 5 to what your records show. The 1098-T that you enter in TT is not sent to the IRS.
