Hal_Al
Level 15

Education

@KrisD15  You are correct.  That would work too. And normally I would also recommend that method.  Based on the numbers, here,  it wouldn't make too much difference on actual  tax.

 

But that's moot.  Poster latest update indicated there was a 2nd 529 withdrawal that was used for the other $27904.   Now she would have to declare all the scholarship taxable vs. $9996 of QTP earnings.