user67252
New Member

Education

I had really struggled with why my qualified distribution was being treated as taxable income even though I had matching qualified expenses.  This answer finally pointed me in the right direction.  One thing to note:  where it says above "verify the amount you want to use or change it", make sure that if you don't qualify for or don't want to claim the Education Deduction or Credit you enter $0 here.  Otherwise the first $4k of your expenses are cancelled out even if you don't qualify for the credit.  Hope this helps.