My son has a partial scholarship for tuition that is reported on his 1098 T. Does this need to be reported as income? He doesn't make enough at his job to be required to file, and we pay his tuition from the 529.
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It depends on the amount. Your 529 distribution should first be counted as room and board with the remainder to tuition. This leaves room for his scholarship income to cover tuition. You also have to factor in if you are claiming the education credit out of the tuition money. There are too many factors without real numbers. Example:
Room and board is not a qualified expense for AOTC, but it is a qualified expense for the 529. For full details, see 529 for Room and Board. Did all of it go to room and board?
Example of no- but went to qualified expenses:
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