Yes, and I thank the Lord. All the amendments went through successfully. It’s a lot to explain, but I’ve linked a video below that explains it. One of the key points to keep in mind is when you’re going off a tuition statement, the order in which the transactions are listed doesn’t matter. So, even if the tax free scholarship was applied to the student account right before qualified expenses are applied, you are free to allocate scholarship/grant money in the way that benefits you most. I’ll allow you to verify that. All my federal and state amendments processed successfully, leaving me with ~$7,000 in refunds due in part to interest. It took several months to come, but it was a great deal and a timely financial blessing.
https://youtu.be/PgcR8HmwD2c?si=N4dFp2J6mTlqNUNj
(Read slide 8 closely). https://www.irs.gov/pub/irs-utl/Interaction_of_Scholarships_and_Tax_Credits.pdf
This should be everything you need. Warning that you might want to hire an accountant, and you definitely will want to use tax software. I recommend FreeTaxUSA.
