Education

Thank you for your reply. 

If I put $4,000 (my son is eligible) in "amount used to calculate education credit or deduction "to get the max return.  Do I have to put $2,500 which are not used for non-education expenses when I do NY state tax "Total Nonqualified Withdrawals", or TT will put those amounts for me automatically?

 

I am not aware of AOC, that's why I withdrew 529 exact the same amount of Tuition, Board & Room.  Is it a good idea to withdraw $4000 less next year (2020).

 

Thank you