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thanks kris,

tried that and since the 1098-T only reflects the tuition payment for 2024 TT is treating it as a surplus distribution without any tuition to offset?  You are correct in that the extra distribution was for spring 25.  I am not sure how to handle this disparity?  the backstory is that this is from a 529 plan set up for my sons.  they are the beneficiaries and students.  all the forms are in their names and I am using deluxe for their returns.

 

thanks