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Education
Just found the Student Info Worksheet, thanks for that tip.
I deleted all the Education section information and input that through the discussion section as someone had suggested, so the 1098-T information was input before the 1099-Q information. The results are the same and I'm using those new worksheets to reply to you.
Part VII, Box 1 is checked.
Part V, Line 9 is $0 and line 10 is $7700. That seems correct to me (I was wondering if the scholarship information was messing something up).
Not sure how to successfully transmit Section VI to you, but here goes.
(Not Qualified for any credits. This is just for 529, so anything else is "Not Applicable")
Line 1: 6958
Line 2 and Line 3, blank
Line 4: 1,763
Line 5: blank
Line 6: 13,415
Line 7, 8, 9, 10, 11,12 all blank
Line 13: 22136, 8721, 6958, 6958, 22136, 22136, 6958
Line 14: Blank
Line 15: 7700, 7700, 6958, 6958, 7700, 7700, 7700
Line 16: Blank
Line 17: 0's
Line 18: 1021, 0, 0
Line 19: 7700, 8721, 6958, 7700, 7700, 7700
Line 20: 14436, 0, 0, 0, 14436, 14436, 0 ,0
So it seems the key is Line 15 and Line 20. Is the $7700 scholarship money is taken out of the qualified expenses?
I thought I was told previously that qualified 529 expenses were not reduced by scholarships? Before they were only $200 - $300 so I would not have noticed. Have I been wrong all these years????
Thanks for helping me understand this and especially for pointing me to the student worksheet.