<p>Thank you so much for the reply! He and I are pedaling as fast as we can to get this figured out and I am feeling so stressed out because of it.</p>
<p>Yes, it is an actual tax firm. I’m so frustrated that they have confused the issues on what seems like it should be an obvious form for them to fill out! </p>
<p>This is what I understand from your post (and what I don’t, sigh).
I claim him as usual and get the dependent exemption of $3650. Got it.</p>
<p>He files his own return. Got it.</p>
<p>He gets a standard deduction of $5700. Where does this show up on the form? For that matter, which form does he fill out? My head is spinning right now and I can’t even think of the obvious.</p>
<p>He should report any taxable scholarship on his tax return. Where does he do this? Does he need to use the 8863 or any other form?</p>
<p>When you claim a dependent only you can claim the education tax credit for that dependent. Any qualified expensed paid by him are treated as paid by you for the purpose of claiming the credit. But the qualified expenses were the tuition and fees and books and were covered (as well and the room and board) by the grants. So should I or should I not have anything filed for him so far as education tax credit goes on my return…because I don’t, presumably because there was a 9570 surplus?</p>
<p>Oh thank you swimcatsmom for any help you can give me!</p>