Education

Thanks for this insight.   By answering the interview questions and entering the tax forms I had (1098-T and 1099-Q) 2022 TurboTax wrongly calculates that a 529 distribution is in excess of college expenses – causing a substantial excess tax payment.   The workaround requires setting the tax credit to $0 in the forms (Student Info Wk, Part VI, line 17 'used for credit').