thanks for fast response.
yes he has no tax liability this year
answers to your questions:
Provide the following info for more specific help:
- Box 1 of the 1098-T - $18,948 (this includes tuition payment for spring 2026)
- box 5 of the 1098-T. - $4698
- 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. NO
- Box 1 of the 1099-Q. $16765
- Box 2 of the 1099-Q. $7892
- 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.
The school's Cost of Attendance for living off campus (there is not on-campus housing) is $3057/month. He does not live at home. so for 5 month's in 2025, the COA is = $15,285 (its an expensive city)
- Other qualified expenses not included in box 1 of the 1098-T, e.g. books & computers. - $ $250 computer equipment
- How much taxable income does the student have, from what sources. - employment $8300
- When he went to school before, how many times did you claim the AOTC or Hope credit? two separate years
- Is the student an undergrad or grad student? Undergraduate
- Is the student a degree candidate attending school half time or more? FULL TIME
