xmasbaby0, he will likely have some tax liability since he received an Americorps Education Award which is taxable. Based on the link you provided, he seems to qualify for Lifetime Learning Credit. Also, as you and DavidD66 mentioned, I now understand that I can enter "student" under occupation. But please confirm that my son does not qualify as a "student" according to the IRS definition, since he was only a student for the last 4 months of 2022, and doesn't qualify as a dependent because he is 24 years of age. And how does his not qualifying as a "student" affect the 529 reporting, if at all?
