If box 1 of IRS form 1098-T is greater than box 5 of IRS form 1098-T, the difference is net qualified education expenses. These expenses are qualified education expenses, as long as they are required to enroll in or attend a qualified educational institution: Tuition, if paid to the institution Student-activity fees, if paid to the institution Books, supplies, and equipment, if required to be purchased from the institution as a condition of enrollment or attendance (Lifetime Learning Credit) Books, supplies, and equipment, regardless of where purchased (American Opportunity Credit)

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What counts as net qualified education expenses? I have thousnds in US tuition expenses that I should get refunded for

Forum|Forum|6 years ago
February 17, 2020
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JamesG1

If box 1 of IRS form 1098-T is greater than box 5 of IRS form 1098-T, the difference is net qualified education expenses.

These expenses are qualified education expenses, as long as they are required to enroll in or attend a qualified educational institution:

Tuition, if paid to the institution
Student-activity fees, if paid to the institution
Books, supplies, and equipment, if required to be purchased from the institution as a condition of enrollment or attendance (Lifetime Learning Credit)
Books, supplies, and equipment, regardless of where purchased (American Opportunity Credit)

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