I finally had time with my kid to work on her taxes. Using the shortcut @Hal_Al provided, my kid ended up with the same taxes owed using the shortcut and when we entered her 1099-Q and an adjusted 1098-T for her. On the non-shortcut method we did end up with the screen for “education expenses used for a tax credit” and a place to indicate that someone else claimed the education credit.
So we used the non-shortcut method since it had the same results and just made more sense in our heads.
Thanks again for all the help!
