Thank you so much, @MayaD. I found the screens and where to enter the info. I had just assumed it would automatically carry the amounts over from federal to state when we qualified for the Federal Education Credits.
On federal, the IRS informs you how to allocate scholarship money to room and board (if the scholarships are not restricted, which my son's are not) in order to qualify for the AOC. (Publication 970).
(1)Regarding the Qualified Kentucky Education Expenses, should the amount entered in that block only be paid by personal cash, check, or loans for tuition and fees? Specifically, NOT covered by scholarships? Is that correct? (2) Should the federal education expenses then match the state expenses? Should they both be $4,000 since I freed up $4,000 of expenses for the federal tuition credit using the scholarship allocation to claim the AOC? Thank you so much.
