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Education
Actually, no - the other 529 withdrawal amounts match up exactly to the tuition and qualified expenses paid. No other withdrawals were taken against the scholarship. None of the other 529 withdrawal is taxable (none was withdrawn against the scholarship), and there are no excess expenses to go against the 28,500 529 withdrawal. This is why I did it this way: to make it simple.
The 529 withdrawal received by my daughter was the exact amount of her tuition scholarship: 28,500, of which 9996 was earnings. So, 9996 should be taxable to her, but not subject to a non-qualified withdrawal penalty.
I still cannot, and after 3 hours on the phone with TT, cannot figure out how to enter this. Sigh....
‎April 18, 2022
8:27 PM