I have a similar problem to the original question.
I have 2 kids in college and four 1099-Q's. The recipient was always my wife for one of the two kids.
I have 3 1098-T's, 2 for my son and 1 for my daughter.
My daughter's 1099-Q's look fine when I go into TurboTax forms and look at her 1099-Q's.
My son's are not right.
For one thing I show up in one of the 2 TurboTax forms as the recipient, but I entered my wife as the recipient and triple checked that and changed it. I never entered myself as a recipient and it never shows up as my wife as the recipient. Maybe that doesn't matter for tax purposes, but it makes me wonder if there is something wrong with TurboTax.
The real problem is with the tax part. $20,052 were withdrawn from 529 and I entered $21,837 of expenses.
There is $7700 of scholarship and only $6958 of tuition on the 1098-T's (for some reason summer tuition didn't show up) so we may owe some for the scholarship, but that is not the real problem. If I look at the TurboTax 1099-Q forms on line 2c under the QTP section, there is only $15,625 of "Adjusted Qualified Higher Education Expenses Applied" , or 70% of the expenses entered. Each of the two 1099-Q's had 70% of the withdrawal entered as expenses.
Why is TurboTax only entering 70% of the expenses that were entered?
I repeated going through the whole "Education" section several times. I looked at the other discussion about $10,000 AOC credit and never found anything that helps. (I never get asked about how much credit to allocation or even find an "Education Summary"). He already used the AOC credit so that should not be a factor.
