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Education
I had to go back to that section and hit edit and walk through all the questions on the student - then got to a screen " Education expenses used for a tax credit or deduction" it is asking how much of my sons expenses I was taking credit for on my taxes - it is prefilled as $10,000 !!!!
I set it to 0 and he got credit for all his expenses paid against his 529 above and beyond tuition and no longer was being charged taxes as an excess 529 withdrawl.
Talk about buried and just plain wrong.
‎April 30, 2021
2:59 PM