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Education
Hal_Al... thanks again for the prompt and clear reply! This is my first year in this circumstance with 529 funding, etc. Since this was from a 529 account that we didn't fund ourselves, it seems strange that I am getting the AOTC on my return and my daughter doesn't owe any taxes on the earnings. I'm definitely not complaining! But just wanted to make sure I was doing everything correctly and your explanation makes sense. So, it sounds like not filing taxes for her at all is the easiest option?
‎April 13, 2023
10:04 AM