Education

Will do on the AOTC credit, on this:

 

You also want to work on gathering your other expenses (R&B, books etc), so we can see where we stand; ideally before you file your return.

 

The total disbursement from her 529 plan for qualified expenses in 2022 was $22,351.66.  We used that account to pay for everything. So I believe the amount for room/board and books/supplies would be that total, minus the amount allocated for tuition last year.