Not to muddy up the thread, but it is imperative to enter the 1099-Q FIRST before the 1098-T.
The TurboTax program Step-By-Step is set up that way.
The reason is that the program will allocate 10,000 expenses (if available ) for a credit after the 1098-T is entered.
If the 1099-Q has been enter first, that amount will be considered. If not, then not.
If the 1099-Q is entered after, the program won't release that 10,000 unless the customer goes through the education interview all over again and then re-allocates the expenses.
I'm not a programmer, but this is the way I see the program working.
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