Skylane
Level 11
Level 11

You may have to check with the school.   I just had one I'm still scratching my head about...

4th year student had 1098T with 25K scholarship and 0 in box 1 & 2.... Looked like income to me....    

Mom said they had about 50K in loans for the 4 years so I had her contact the bursars office. The school tried to explain in an email but it was really convoluted... The bottom line was that the school maintained the 1098T was correct by the university accounting procedures and they weren't about to change it. They did provide and itemized breakdown which I probably could have used to justified the AOTC (which IMO would have triggered an IRS letter).....   BUT the really really really good news was that Mom (HOH) found a 2nd W2 that put her over the income limit.....   yay

If at first you don’t succeed…..find a workaround