FranW
New Member

Education Expense Optimizer

Reading IRS publications would indicate you can take AOC credit as long as you include 529 account interest in income and do not include in itemized deductions on Schedule A (and education expenses qualify, income within limits).  However, TT continues to select itemized tax deduction instead of AOC credit when using Education Expense Optimizer.   The only way to get it to work is to override and manually input the corrected tax exclusion amount in AOC column on Student Info Worksheet.  Have others encountered this or is there some other factor that I am missing?

Thanks