Thanks for the quick response. Both the 1098-T and 1099-Q are for 2022. My son graduated in April 2022, and we took the distribution for the remaining amount in September 2022.
On the screen for "Non-dependent student expenses", I've entered the following:
Tuition and Enrollment Fees = $9670
Tax-Free Assistance = $3700
My Federal Tax Due went down when I entered the $9670, but went up when I entered the $3700 (for a net reduction of around $1000 compared to before).
Is this correct? I just want to make sure I'm not double-counting if this was already addressed in the 1098-T and 1099-Q.
Thanks again.
