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Education
Try going into forms and look at the student info worksheet. then look in section VI line 18 and see of TT has put $10,000 here (assuming you have not taken AOC or LLC in past years). they are trying to get you AOC money back by paying some taxes on the 529 gains. I don't want this. I zeroed out line 18 and everything then calculated magically as I want with no AOC (I dont qualify but TT is still trying to apply it) and my expenses fully cover my 529 funds.
March 2, 2026
10:09 AM