" Is this correct?" Yes. Basically, if the student will log into their online college account and go to their financials section, you can get all the details you need. Some important things to point out through. - All scholarships, grants, 529 funds, etc. are claimed as taxable income in the tax year they are received. It does not matter what tax year that money may be "for". - All qualified education expenses (tuition, books, lab fees) are claimed in the tax year they are actually paid. It does not matter what tax year is paid *for*. When looking at the financials printout, you will claim based on the date a scholarship was received, or the date a payment was actually made/credited. It's important to completely ignore the start date of the class the money was *for*. Start dates don't matter. Only payment dates matter. Now the rules have changed *A LOT* between 2017 and 2018. So before continuing, are you really filing a tax return for 2018 and your reference to 2017 above was a typo? This really matters.
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