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Education
Thank you for the reply. I think I'll just delete the 1099-Q. My AGI is over $180k so I do not qualify for any credits. I'm confident I have enough receipts to cover the $10k disbursement. Box 1 shows $12K and there are $9k in scholarships, so that means $3000 can be withdrawn from the 529 tax free. There was $16,000 paid in room and board. TT in the deduction and credits section says I can't claim tuition and fees and is probably why it is calculating incorrectly.
March 11, 2024
5:20 PM