dhmjdds
New Member

Education

If you are trying to balance the expenses (tuition, room and board, books, etc.) you paid with the money you took out of a 529 plan, I recommend that you enter the information directly on the Student Info Worksheet (found in Forms in My Return). I found that entering information in the various more automated worksheets did not work properly. 

Be sure to check all of the appropriate boxes at the top of the Student Info Worksheet; if you don't, the amounts won't carry properly to the rest of the form.

When you get to Part VI (Education Expenses), you may find that there is a seemingly random amount on line 17 "used for credit or deduction." If you are only using 529 money and not trying to also take one of the education credits (Hope credit etc.), you will need to manually delete this number and enter zero on the line.