OK, I found one field that is editable so I think I found my answer. If you could please confirm, that would be fab.
Student Info Wks, Part VI, Line 18, Column 1 "Used for Credit": in both my return and my son's return, I entered 4,000 in that field. That then populated to remove 4k in QHEE being applied to the 529 w/d I took when I paid his tuition/expenses, and taxed me on the earnings portion of the 4K. (Should I get hit with a 10% penalty? TT did not hit me with that, which is perhaps correct since that 4K is QHEE that is just being used on his return for the AOTC?) On his return, 4,000 entered in that same field reduced the amount being applied to his AOTC to 4k not the full 5K, and his tax adjusted slightly (due to the aforementioned 10% penalty difference on his own directed unrelated 529 non-QHEE withdrawal).
All good?
