thanks for the quick response. a couple of follow-ups for your consideration:
- the 2019 529 distributions all went directly to the college and paid the full educational expenses for 2019 and Spring 2020
- does that mean i should include Spring 2020 expenses when I enter the expenses according to my records (which would match with the 1099-Q info)?
- does that mean that TurboTax will enter nothing about the 1099-Q in the tax forms?
Also... about the American Opportunity Credit
- I am thinking to NOT claim my son as a dependent anymore (he is essentially >50% on his own support)
- based on his lower income should he qualify for the credit?
thanks again!!
Rob
