I also want to mention that the 1098-T only shows the cost of tuition and not room and board. From what I understand, the college's calculation of overall cost of attending college should be used as the guideline when calculating qualified expenses for tuition, fees, housing, and food. If I just enter the 1098-T it looks like we are way over the qualified expenses. Furthermore, I believe this informational form is used for the purpose of helping students with federal income tax education credits, such as the American Opportunity Credit and Lifetime Learning Credit. This is why I was wondering if I should enter it and if it is required? The 1098-T and the 1099-Q are both in the student's name. It might be fine and proper to enter it if I can get a field such as 2d to work and accurately list the total of qualified education expenses. I hope what I am trying to explain is clear. Thanks again!
