1098-T and education-credit evidence planner
Organize tuition, scholarships, enrollment, and 1098-T records before testing education credits.
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Illustrative education-credit formula base$2,250
- Qualified expense basis after entered aid
- $3,000
- Entered scholarships and grants
- $1,000
- Evidence to collect
- 1098-T, student account ledger, receipts, scholarships, enrollment status, books/supplies records, and prior-year credit history.
Income limits, dependency, first-four-years test, qualified-expense definitions, and coordination with tax-free aid require review.
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Use the estimate to ask a better question.
Bring the assumptions, your records and the result to a tax professional before acting on a material tax or retirement decision.