Education

The updates are there - I can now enter RB in the conversation of the desktop.  However, one thing that I noted on both of my college students and was still causing issues was that TT is still on the Student Info worksheet is filling in $10000  in line 18 of part VI "used for credit..." even though I am not trying to use AOC / LLC.  That then removes 10K of "expenses" and starts making 1099Q money unqualified.   When I zeroed that out,  everything then allocates correctly.   Really interested if AmyC or HalAI have and comments on this.

 

If you are seeing that you are having 529 money be allocated as taxable when it really should not, I'd first check the student info section VI line 18 and see if you have 10K in that line.  Just the left most box.  TT will carry it over automatically to the other line18 entries as needed.