1098-T dependent , who files it ?

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We claim my daughter in our tax return. She also files her taxes acknowledging that she is claimed as a dependent in our tax return. She received a 1098-T form … Do both of us have to enter the 1098-T information in our tax return ?

Bsch4477

Level 15

You use the form for education credit if otherwise eligible. Unless she has scholarship amounts greater than expenses she doesn’t have to do anything with the form

user938310317Author

Level 3

Thank you for response. Her scholarship amount is greater than her expenses …

Bsch4477

Level 15

@Carl11_2 has an excellent discussion of this issue so I paged him to weigh in. You can maximize your education credit by claiming more expenses and have your student claim more scholarship income resulting in a better benefit for you.

hbl3973

Alumni - Champ

Nuna,

Perhaps the practical answer you were looking for is that you use the 1098-T for your, the parent's, return. Your daughter needs to include scholarship income that exceeds qualified educational expenses that the scholarship paid. The discussions around reducing the amount of qualified educational expenses that are considered paid by the scholarship may be helpful in letting you achieving some or all of the maximum educational credit on your return in exchange for possibly adding some smaller "kiddie tax" on part of the scholarship to your daughter's return. There is actually an online tool Education Benefits Calculator which can aid in this optimization.