An update for @AmyC
Hi - I reinstalled TT2022 and redid the 1099-Q part only (just deleted what I reported from Box 1 and Box2) and the outcome was as expected, i.e., my refund for the 2022 tax year went up but by only $100 (hundred dollars) and some change so I decided not to file an amended 2022 return - not worth the pain.
As I may have mentioned somewhere during this conversation, I did the same mistake for the 2021 tax year. Oh, well... but I didn't include the 1099-Q information in my 2023 tax filing as advised because the "Gross distribution" (box 1) and related "Earnings" (in box 2) were used for qualified expenses for my kids' college education. The 529 money was not enough but did definitely helped.
Thank you again!
Have a great summer!
-Sanjib
