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Deductions & credits
Okay, I guess it would have been more accurate to say not entering the 1099-Q info exposed _me_ to IRS correspondence two years ago. I should not have made the statement general.
But despite entering expenses in the interview process, TT still reports expenses as "0" on the expenses and scholarships line for me. I assume this is because of the 10,000 entry on a credit screen that I cannot get to (although others clearly can, probably with different circumstances).
I agree that TT needs a form for those that have qualified 529 distributions but are not eligible for education credits to get all this on the record.
‎February 19, 2020
1:52 PM