Hi KrisD15, thank you for your prompt reply and I appreciate your help. The problem is by completing boxes 1, 2 and 3 the return in TurboTax is reflecting the entire earnings amount as taxable income. I am concerned about entering "Other Income" and potentially increasing the taxable income further since it is already overstated. I typically see TurboTax using an "interview approach" where questions are asked to prompt the ability to add further information. When I switch to "Forms" Mode, I can see the return and fields, such as 2d which asks for Total Qualified Educational Expenses Attributed to the QTP, under Qualified Tuition Program (QTP) Computation of Taxable Distribution on the worksheet. I do not receive any prompts in "Step by Step" mode to enter the information to populate this field in "Forms" mode. I am tempted, but concerned about entering the information in 2dwhile in "Forms" mode because there may be other questions or fields to consider. I am not sure why there is not a prompt in "Step by Step" which allows the user to walk through the process more thoroughly to characterize the transaction more accurately. Should I enter the amount in field 2d since it is the only thing I have found that seems to reflect this additional detail of how much are the total qualified education expenses? Thanks again for your help!
