I'm not a tax expert/professional. I just noticed that when I entered the data, the tax refund dropped. This shouldn't have happened because I already paid the tax on that income and the gains are tax free when used for approved college expenses, which they were. So I knew something was wrong. After a lot of searching, I discovered this is a known problem with TurboTax. I also discovered it got it wrong last year and filed an amended return. I'm not happy TurboTax didn't get me the maximum refund like they advertise. I just checked all the guarantees and there seem to be just enough weasel words to avoid any refund unless switching to another tax package that actually gets this correct. Ain't nobody got time for that! Maybe next year.
