Thank you for your helpful reply.
First, the $13k included all college expenses - tuition, R & B. It was our portion after the financial aid package.
Second, it was qualified, however, the refund was the result of my daughter dropping out half way through the semester. Thus, actual expense was pro rated for the time in school and was only half the amount. It was not an extra expense.
So it sounds like since my daughter is the beneficiary and the reimbursement came to her, she could claim it for her taxes. Since she had no other income in 2020, other than this $3000 in investment income, she would not even have to file taxes. Is that correct?
