Thank you. I paid the second semester using 529 in December, but the second semester didn't start until Jan 4th 2022, so I am guessing that's why the 1090T does not include any info on that payment :-(. Will wait until January before I withdraw from 529 next year.
Similarly, box 5 only contains scholarship for the 1st semester, not the second.
I am filing jointly with my wife, and total does exceed $180K for us.
Agree I (my daughter!) needs to find those receipts on books, etc. Something to learn better financial habbit as a college student!
Really appreciate your help. Sounds like I should file a return for her separately. One more thing I was surprised by: after entering the 1099Q data on her file, it asked for my return income. After entering that, the tax bill jumped by like $2K. Didn't know my taxable income like will affect her return also.
Wish I knew more about all these and learn how to manage tax better. Need to figure out where to learn / who to talk to for advice before it is too late for this upcoming year.
Cheers,
EY
