In case others are searching for my related issue, just wanted to say thanks @Hal_Al for the tip about Editing the Student Education Info. The page titled "Choosing a larger education credit" allowed me to effectively decline the AOTC. Here's why I needed to do that:
TT wanted to give me the AOTC, except we only qualified for about 10% of it due to income limits. Our 529 distributions were exactly what we paid for all qualified education expenses since we weren't planning to reduce distributions by 4000 to use for AOTC. After entering 1098-T, 1099-Q, and all education related expenses, TT was giving us a $75 in AOTC credit, but then was adding $3500+ to our income, taxed at 22% is a $770 additional tax. By entering $0 in the Amount Used to Calculate Education Credit, I now have a refund that is about $700 more. Seems like a bug in the system, but I really appreciate your suggested work around!
