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.
It is complicated because this is an area/credit where the IRS lets the Taxpayer manipulate expenses and aid to get the best refund of education costs. TurboTax tries to do that for you, but the order of the information inputted matters.
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