@Hal_Al
Thank you for the reply.
Your comment about the 'penalty exception' is mentioned in this article:
https://www.savingforcollege.com/article/reporting-529-plan-withdrawals-on-your-federal-tax-return
This would be great if I she only needed to pay the 'income' tax portion of the remaining unearned income not offset by the tuition balance. However, I still can't figure out how to enter these numbers into turboTax 2109 or how to manually adjust the forms.
The linked article confirms some of the guidance I'm getting - ie that its allowable to 'shift' some of the 1098-T qualified tuition expenses between returns - e.g. claim $4000 on my return to get the AOTC and use the remained of tuition on my daughters return to offset the 529 distribution earnings.
I'm starting to feel like this should be really simple...and either I'm missing something easy or TurboTax 2019 is just making it hard!
