@MarilynG1I lost my file (I think because I said don't save after I was trying to make changes, and I assumed it had saved the previous version). I just got done entering everything again, except the 1098-T and 1099-Q. But because we had those forms last year, when I switch to Forms, I can see them, but the number fields are blank. Should I delete these? The IRS is going to get them from the school and the 529 plan. I'm not sure if I should enter them and then add in other expenses that weren't listed on the 1098-T? Just so the IRS doesn't come back and ask why we took tens of thousands of dollars (about $10,000 more than what the school put on line 1 of the 1098-T) out of the 529?
Also, since our daughter earned more than $5050 in 2024, I went to Forms and checked that box, because of the huge Roth conversions (more than doubling our gross income), we didn't qualify for the $500 dependent credit anyway, but is this correct to check that box for her income? I can't uncheck the box "Qualifies as other dependent" on the 1040, but she just filed and checked that someone else *can* claim her as a dependent but that we *aren't*. Or does she need to amend her return (which she filed just to get her withholdings back) to say that we *are* claiming her as a dependent (because that's the default, even though we don't qualify for the credit)?
