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Level 2
posted Feb 25, 2023 9:25:59 AM

What is being asked for "Student Info Worksheet: Principal payments must be entered"?

I am slightly confused with the entry called "Personal Worksheet (name)-- Student info Worksheet: Principal payments must be entered. 

what is this referring to?

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1 Best answer
Level 15
Feb 25, 2023 11:23:25 AM

That question comes up if you are counting student loan payments  to qualify  a 529 Plan distribution (form 1099-Q), for tax free treatment, because there is a $10K limit.

2 Replies
Level 15
Feb 25, 2023 11:23:25 AM

That question comes up if you are counting student loan payments  to qualify  a 529 Plan distribution (form 1099-Q), for tax free treatment, because there is a $10K limit.

Level 2
Feb 25, 2023 5:47:49 PM

Thank you!