How to create an American Opportunity Tax Credit by changing $4,000 of non-taxable 529 money to be taxable. 1098-T, 1099-Q, AOTC

[Hal_Al]

@Haven2025 

I reported the fact that TT is not coming up with the correct results.  I think that's why TT employee @GabiU  is getting involved here.    

[Haven2025]

Hi GabiU,

Thank you for taking an interest in this situation. I have followed your instructions and received a token number 794127.

Please advise me when I will hear back from the product team as it would be great to get taxes filed soon.  Thanks again for your help!

[Haven2025]

Hal_Al,

Thank you for alerting me on this communication.  We have not been able to locate the worksheets. I’m thinking they are not available to us as my daughter is filing via IRS Free File Program delivered by TurboTax since her income is low.  Perhaps she’ll have to move into a paying level. We will wait to hear what GabiU and team report back to us. We appreciate your time and interest in this situation:)

[Hal_Al]

You still have the option of using the workaround.