jill_RAD67
Returning Member

Education

I have your same scenario - my main concern was showing all of my higher ed expenses are legitimate and qualified so I am not taxed on the 529 distribution.  Turbo Tax was taxing me - indicating I had 529 earnings, saying the American Opportunity Credit didn't apply , not showing the student loan pay-off as use of 529 funds and on and on.  Pretty much, I couldn't get Turbo Tax to handle any of it correctly.  I was trying everything I could think of through the standard interview and through the back-end.  I know this is probably not helpful, but I gave up and removed my 1099-Q's from Turbo Tax - I have all my records/supporting documentation for all of this outside of TurboTax.  I did keep the 1098-T information in Turbo Tax for the calculation of the credit.  I don't think my response is probably very helpful to you - just wanted to say I agree with your frustration.  This is not difficult and Turbo Tax should be able to accurately handle all of this - the price keeps rising but I experience something it can't do every year.  Frustrating.