Thank you for your help! These problems seem to arise because TT makes assumptions on the back end about what you are going to do... For instance, it always seems to assume that I (the parent) am going to take an educational credit when it does calculations - but I cannot take the credit, and confusion sets in. Sometimes trying to undo that afterward is very complicated or impossible without starting over...
I have sufficient (more that sufficient if I account for R/B) expenses to cover the 529 distribution.
I would be more than happy to omit the 1099-Q entry on my daughters (dependent) tax return. BUT Can I also safely omit entering the 1098-T info on my tax return if I am not taking ANY related deductions/credits?
