Education

Thanks again Hal_AI.

 

I tried again and entered the info for form 1099-Q and, somehow was able to get to the workflow where I was able to enter my kid's qualified college expenses.  I entered tuition, board and room amounts that (far) exceeded the amount of box 1 in 1099-Q.  My federal refund certainly increased, but not quite to the level had I not entered 1099-Q at all, it was approx $150 short.  I'm sorry, but something is not quite right with how TurboTax is managing qualified 529 distributions...

 

As stated previously, given that all of my 529 withdrawals are for qualified educational expenses (and I have the receipts to prove it), I will NOT be including 1099-Q info in my tax return.