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529 not reflected properly in TT printed worksheet records
529 withdraws were less than our Qualified Education Expenses. Going through the TurboTax Interview, it says that we owe no taxes for this reason. But the printed worksheets have $5,000 in reimbursements "taxable to the recipient". What gives? No 5329 was generated by TT. The whole 529/QEE interview process is a bit clumsy.
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March 27, 2022
5:22 PM