Thanks so much, Hal (and thanks for all your other answers to questions like this -- I think I've read them all).
I went back into TT and deleted and then re-entered my 1099-Q (leaving the 1098-T info) and now it's properly calculating the AOTC. Not sure why that didn't work the other three times but I'll take it.
The thing I'm still fuzzy on is when you mention "shifting" money away from the 529 to get more of the AOTC. As far as I can tell, her scholarships are restricted to tuition, and the 1099-Q is in her name and SS# (paid directly to the school from the 529). Is it even possible to shift things around given those circumstances? What are the steps I would need to take?
If it's possible to shift things around so we get a larger refund and she needs to pay little to no taxes when she files I'd want to know more.
Thanks again.
