I’m using the download premium.
I deleted the forms and reentered them in the order you specified. Same result. Since I had started with entering the forms in the wrong order (which shouldn't matter) it's possible TT has latched the forms and I deleting them doesn't help.
The survey didn’t ask to go through the education section.
I found and did that on my own and it doesn’t ask for any expenses at all because it says I don’t qualify for the credit.
So it’s really completely broken. It doesn’t care about offsetting 529 withdrawals at all beyond the 1098t.
My Solution is to do a manual override on 1099q form and enter my education expenses directly. I hope this isn't a red flag.
Thanks for your help, but this has really shaken my confidence in your product, and I believe that Intuit may be liable for the excess taxes anyone in my position would pay due to this bug. In my case this bug would cost me $2500.
