Thanks for your answer.
I thought the taxable amount would be: 1099-Q Block2 (Earnings) 3793/ Block 1 (Gross distribution) 10975 x 529 Nonqualifying distribution used for AOC 3764=1301.
Please advise.
As to the first of two other items mentioned on my last response, the incorrect information on 1098-T; I have found that the problem was that the college is sending information based on amounts billed and not amounts paid. For instance, the 2020 1098-T includes the gross tuition for the Spring 2021 semester in Block 1(5551). Block 1 should only include such tuition to the extent of applicable deemed paid in scholarships (4000). I will have to adjust the Form 1098-T for tax reporting.
As to the second item, re support for dependency purposes, the article I cited is the only information I have found that ties the support to the recipient. I am hoping there is underlying authoritative support that can be located.
Please advise.
