I didn't specify room and board but that is what the QHEE of 6353.48 is. I do understand that room and board are only QHEE for the disbursements and not for the credit. I also understand that it is only the earnings portion of the disbursements that are taxable.
I removed the 1098-T form and other expenses as well as the 1099-Q forms. I reentered them entering the 1099-Q first and then the 1098-T form. I never got a screen that said "Amount Used to Calculate Education Deduction or Credit". From the "Here's Your Education Summary" I clicked the Edit button beside "Education Information." This took me to the following pages (some titles are abbreviated and name removed).
"Was she Working on an....Degree?" - answer yes
"What Was her Enrollment Status for 2023? - answer full-time
"Had she Earned 4 Years of College Credit Before 2023?" answer no
"Is this her First Year of College?" answer no
"Did she Ever Receive the American Opportunity...?" answer yes with 4 yrs of AOC claimed
"This is just one of those things..." answer no
And then back to the "Here's Your Education Summary" page
So as stated above, never got the "Amount Used to Calculate Education Deduction or Credit" page.
After the "Here's Your Education Summary" page, it goes back to "Your Education Expenses Summary." The next page is "Next, We'll See Which Credit Will Save You the Most"
It makes all the choices and doesn't ask for input. It claims to have maximized the savings.
So if there is a workaround, that looks like what I need. Thanks.
