Hi Hal_Al,
I followed all of your detailed information. After clicking next to “Education Information”, I move through the screens and do not see “Amount used to Calculate Education Deduction or Credit”.
The final page in this summary states:
”We’ll make this entry zero that’s no longer needed
Earlier you told us to treat $0 as a taxable education distribution in order to claim a larger education tax credit or deduction. However, it’s no longer beneficial for any amount to be treated as a taxable distribution and used for an education credit or deduction, so we’ll just make this entry zero”
Then my only available selection is “Continue” or “Back”
To confirm my current entries:
On the “Did You Pay for Books or Materials to attend school?”, I have entered $266 in the “Books and materials not required to be purchased from the school” category and $5,589 in “Room and Board”
On the “Your 2020 Deductions & Credits” page, under “Education” it shows $0 for “Expenses and Scholarships (Form1098-T). I assume this is ok due to the exact match with college expenses and 529 withdrawal funds.
Should I be doing another step to generate the “Amount used to Calculate Education Deductions or Credits” page so I can then enter the $2956
Thank you once again!
