I know it's a bit of a read, but please help me if you can.

I already submitted my tax forms and then today I received my 1098-T in the mail. Box 2 on the form is $4,090 and box 5 is $2,733; box 8 is marked as I am at least a half-time student.

My federal has already been accepted and my refund of roughly $700 is on the way to me between today and Feb. 13th. The two states I've lived in for 2016 are still pending approval.

I can't figure out if I qualify for any educational refunds like the American Opportunity Credit or the Lifetime Learning credit. I am also worried when I amend my federal, I will lose the refund or owe given my new 1098-T form.

I'm essentially asking:

1. Do I have to legally claim my 1098-T?

2. Should I claim my 1098-T to potentially get more back (if not legally bound to enter it)? Or will it cost me my refund given the amounts I entered?

3. Can anyone help me figure out if I qualify for any education credits? I've read the 'how-to' guide for form 8863 and I am beyond lost. I am independent and single filing.

Thanks in advance to any help offered!!