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Hi! I spent many hours researching and reading discussions about AOTC. I found most of my answers in TurboTax community. I just want to know if I did my taxes correctly. I'm using the desktop version of TT. Sorry! A little long but I wanted to provide all relevant info.   Parents/Dependent 21 year old student met all requirements to claim AOTC 529 Plan - Parent is owner/recipient of distribution and student is the beneficiary.   $30,000 - 2025 Cost of attendance  $20,000 (1098-T Box 5)  - 2025 Scholarship received- nonrestricted  $11,000 (1098-T Box 1) - Tuition paid by scholarship - Qualified Educ Exp (QEE)/Non-Taxable  $9,000 - Room & Board paid by scholarship - Taxable to student $10,000 received 529 distribution for the remainder of qualified expenses - per 10-Q, 7,000 earnings and $3,000 basis   1. Parent Tax Form - Claim AOTC To simplify things, under Deductions & Credits, 1098-T section, I entered $11,000 in Box 1 and $7,000 in Box 5 to trigger $4k of AOTC resulting in a refundable credit of $1,000. I entered nothing else. Q - Is this method valid?   2. Student Tax Form-claimed as a dependent In 1098-T section, I reduced amount in Box 1 by $4,000 (now AQEE=7,000), increasing the taxable scholarship to $13,000 ($9,000+4,000). It shows up in Other Income Line 8r (Taxable Scholarship). I did not really see a place to allot in Room & Board on Step by Step page. I probably could have entered it in the Forms section but it's pretty confusing. Q - I reported the $4k taxable in the student tax form because the same amount was claimed by parents. Is this correct?   3. Parent Tax Form - Report Non-Qualified 529 distribution by parent(10-Q recipient) Since I got reimbursed by the 529 plan for all the 2025 educ exp not covered by scholarship, I would be double dipping if I used $4k for AOTC if expenses were already paid by 529. I read that I could make the $4k of my 529 distribution non-qualified so I calculated the taxable portion of the 529 earnings. This is the first year we can claim AOTC and I wasn't thinking when I withdrew funds from 529 last year. Also, I had to go to Forms section again to manually enter the non-qualified portion of the 529 distribution. There were no questions in the Step by Step section to see if 529 distributions were all used for QEE. My calculation was 4,000/10,000 x 7,000 = $2,800 taxable portion of the 529 earnings and entered in Other Income on Sch1 Line 8z (Labeled Non-Qualified 529 Distr). No 10% penalty because I claimed AOTC. Q - Did I calculate it correctly?   If everything is correct, my refund will increase by $650, and I gained a wealth of knowledge! Thanks so much in advance!

I'm trying to e-file and it's stuck at the PIN/birthdate page. It keeps saying I need to enter PIN or birthdate, which I have. I have included my info as representative for my mom, but it keeps choking and sending me back to enter a PIN or birthdate. I've used Turbotax for my taxes last year and had to use a PIN to file those. Do I need to use that PIN or the one I just made up? VERY ANNOYING!!!

I accidentally added premium while exploring, however I only need free. When I try doing "Clear and Start Over" I am getting error "Since you already paid for TurboTax, you can no longer clear and start over.". However I have not filed my return yet nor have I paid anything. Called customer support but the AI wont let me get past to a human. How do I got back to free ?