Everything worked as you noted -- what I want to confirm is that in a sense I had to"trick" the TT question menu for filling out the 1098-T information. For example, on my return, I listed the 1099Q that was in my name for $1500 (which was accurate) but on the 1098T section, when TT asked what was reported in Box 1 -- I entered $5500 (vice the real much larger amt on the real 1099Q). On my son's return, I listed the 1099Q that was in his name with its correct amount, but then on his 1098T section, listed Box 1 as the real tuition listed in the 1099Q less $5500. Looking at the worksheets, it is clear that the combined adjusted Qualified Expenditures are correct (and what was withdrawn from the 2 education accounts). I can also see that TT had him pay tax on the excess distribution of $4000 (or more accurately only the earnings on that distribution). And we got the credit. Many Thanks!
