Q. Is this still the way this should be handled, with my now higher (and hopefully correctly calculated) shortfall in QEE?
A. No. That is no longer the best way when the taxable portion of the scholarship (plus other earned income) exceeds $12,950. Now reporting (at least) one of the 1099-Qs, in addition to some of the scholarship, is the best route. See more explanation at the link below.
Here's a similar case. See if you can follow the math. If not, reply back and I'll try to walk you thru it
https://ttlc.intuit.com/community/tax-credits-deductions/discussion/529-and-education-credits/00/297...
