@Hal_Al
Unfortunately I can't "undo" Box 5 as blank in TT as it's already been submitted as such with my initial return (when I had incorrectly claimed the AOC for a 5th year) and my amended return (which in place of the AOC I instead was able to claim the Tuition and Fees Deduction per TT program). At this point I'm working with the IRS exams to try and support my original amended return based on TT output.
However I did try a similar approach in to what you recommended in TT and interestingly for the question "Did your student pay for Room and Board with a Scholarship or Grant?", instead of keeping it "Yes" as was done on my initial and for my amended return, if I re-check the box as "No" it increases my tax to the same amount the IRS calculated I would need to pay if the Box 1 $5,500 qualified tuition expenses were reduced by the Box 5 $5,000 non-qualified grant dedicated for housing. So somewhere a calculation is occurring that aligns between what the IRS provided me and with TT when this box is incorrectly checked "No" (which is perhaps what the IRS had mistakenly selected in their system, based on the initial support docs I had sent?)
Unless you or someone in the community can provide me with an "a-ha" moment, this is likely going to require a face-to-face with documents in-hand at the IRS Taxpayer Assistance Center.
Thanks Hal, appreciate the help!
