Hi Amy -
Thanks for your quick reply! A follow up question. How does the IRS know that the $11000 I withdrew from his 529 last spring was fully covered by expenses. I get they should be able to tie the $11000K from the Q and 7000 from the T, but how will they know we had $5500 in other expenses.
I've never taken any of the educational credits when he (and my other kids) were dependents as I believe my wife and I phase out, but are you noting that now he should be able to claim $1500 of non 529 "expenses" towards part of his lifetime learning credit?
