Hm, interesting comments. Okay, so I’m looking at the fall bill right now. The fees charged: legal services fee; career services fee; arts fee; his program (his major) fee; the instructional fee (tuition). For the purposes of the education credits and deductions (none of which I qualify for), I can see how these might not be considered QEE. And I know that I paid for these separately. These fees are not covered under the tuition waiver except for the general fee and the instructional fee. For the purposes of my 529 withdrawal, however, these fees ARE considered QEE. (as far as I know, because they are considered a requirement to enroll) That’s a separate issue, though.
The 1098T reflects fall and spring. I am sure about that. I asked about it. If I add up those fees listed above (x 2 for 2 semesters) = it falls well short of the $1100 additional that’s in the scholarships/grants/credits box. The housing deposit fee was refunded as part of the bill. So, I’m really just not sure what this $1100 is. I don’t see why anything above that $`1750 marked for R/B would be taxable. Really confusing. I am going to hope our tax prep person can figure this out, because I sure can’t. I’m going to call the school and see if I can get someone to break this down for me. When I called to ask about the 1098T last time, all they could tell me was that it included fall and spring and any other questions – they said go talk to to your tax advisor.