Education

Thanks for all your help, I have made great strides in this area.  We were able to get a 1098T from the college after pressing the issue slightly (making it much easier to enter in to Turbo Tax) and we worked with the 529 administrator who was able to re-code most of the room & board refunds as refunds and not contributions (their foul up, even after I specifically asked them to do that when I started getting those refunds) so I will be getting an updated 1099Q.

It is not clear based on these updates if I still need to submit a return in my child's name, but I will do it anyway since there is still a delta between the payments and scholarships for 2020.  Will a state return also be required in this instance?