Under"Caution: Complete Part III for each student for whom you are claiming either the American opportunity credit or lifetime learning credit Use additional copies of Page 2 as needed for each student:":
"Part III Student and Educational Institution Information. See instructions."
"Q>20. Student's name (as shown on page 1 of your tax return)"field contains Carey Jones
"Q>22. Educational institution information (see instructions)."
"Q>22a. Name of first educational institution"field contains California State College
"Q>1. Address. Number and street (or P.O. box). City, town or post office, state, and zip code. If a foreign address, see instructions."field contains 1 Education Way, Modesto, California 23232
"Q>2. Did the student receive Form 1098–T from this institution for 2019?"field contains a Yes box, and No box, the Yes box is checked
"Q>3. Did the student receive Form 1098–T from this institution for 2018 with Box 2 filled in and Box 7 checked?"field contains a Yes box, and No box, the No box is checked
"Q>4. Enter the institution's employer identification number (EIN) if you’re claiming the American opportunity credit or if you checked Yes in (2) or (3). You can get the EIN from Form 1098–T or from the institution"field contains 12–1234545
"Q>23. Has the Hope Scholarship or American opportunity credit been claimed for this student for any 4 tax years before 2019?"field contains a checked No box which instructs you to go to line 24
"Q>24. Was the student enrolled at least half-time for at least one academic period that began or is treated as having begun in 2019 at an eligible educational institution in a program leading towards a postsecondary degree, certificate, or other recognized postsecondary educational credential? See instructions." field contains a checked Yes box which instructs you to go to line 25
"Q>25. Did the student complete the first 4 years of postsecondary education before 2019?"field contains a checked No box which instructs you to go to line 26
"Q>26. Was the student convicted, before the end of 2019, of a felony for possession or distribution of a controlled substance?"field contains a checked box No which instructs you to complete lines 27 through 30 for this student
CAUTION:
" You cannot take the American opportunity credit and the lifetime learning credit for the same student in the same year. If you complete lines 27 through 30 for this student, do not complete line 31"
"Q>27. Adjusted qualified education expenses (see instructions). Don’t enter more than $4,000"field contains 4,000
"Q>28. Substract $2,000 from line 27. If zero or less, enter -0-" field contains 2,000
"Q>29. Multiply line 28 by 25% (0.25)" field contains 500
"Q>30. If line 28 is zero, enter the amount from line 27. Otherwise, add $2,000 to the amount on line 29 and enter the result. Skip line 31. Include the total of all amounts from all Parts III, line 30 on Part I, line 1" field contains 2,500