BAqs
Level 1

State tax filing

Thanks, @Hal_AI. Read some more stuff on students and scholarships and I started over again, even re-entering my personal information.

This time, as soon as I entered student as occupation it went to the Education section and I entered my 1098-T which was previously missing. On that, the scholarship listed is 3000 and box1 $75K. With all that stuff entered and adding additional scholarship, it shows the full $7500 as education assistance that is tax free.

No form 8615, Schedule 1 also disappeared and CA has no form 3800 or tax liability.  I am still at $10 federal refund also.

Why is the amount of scholarship on 1098-T only $3000 (I guess my school should know) , and did I just turn it from completely taxable to tax free?  

What about 1099-Q?  Is it required?  I have one, but I thought it goes on the parents' return. They paid directly from 529.

Wondering again if I did something incorrectly.