Ok. That is helpful, but I want to make sure of a few things. At the screen asking if R&B was paid by scholarships or grants, after answering yes, I could assign up to the full amount of scholarship to R&B. But I should actually assign the amount needed for the AOTC credit plus what ever amount of bonds I want to pay for tuition.
For the question asking if Saving bonds were used for higher education, I would answer yes. When I get to that page “Report Educational Expenses and Benefits” I enter the amount the of tuition I want the bonds to pay.
What goes in the next box “Nontaxiable Educational Benefits Received in 2023”?
