Haven2025
Level 3
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Hal_Al,Thanks so much for clarifying things and providing a straight forward detailed answer. I have a better understanding of the key concept and far more conf...
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Thanks for replying once again. Preparing my taxes has been so very challenging to me this year. I have a few follow-up questions and some additional informatio...
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Hello!Thank you for adding to this thread. It appears my best option is to claim $4000 of 529 money as Taxable.A few questions…Where do I enter R&B? There is no...
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Ok, I see what you are saying. I called the college to get more clarification and they only could state “all scholarships/grants go to education expenses”. This...
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Thanks for the reply!The college grant is non taxable so the taxable income to claim AOTC will need to come from withdrawn 529 funds. I guess I’ll have to walk ...
Activity Feed for Haven2025
- Posted Re: How to generate an American Opportunity Tax Credit by declaring $4,000 of 529 money as taxable. 1099-T, 1099-Q, AOTC on Education. March 8, 2024 8:31 PM
- Cheered Re: How to generate an American Opportunity Tax Credit by declaring $4,000 of 529 money as taxable. 1099-T, 1099-Q, AOTC for Hal_Al. March 8, 2024 1:02 PM
- Posted How to generate an American Opportunity Tax Credit by declaring $4,000 of 529 money as taxable. 1099-T, 1099-Q, AOTC on Education. March 7, 2024 7:52 PM
- Posted Re: How to claim an American Opportunity Tax Credit by designating $4,000 of 529 fund withdrawals... on Deductions & credits. February 28, 2023 9:45 AM
- Cheered Re: How to claim an American Opportunity Tax Credit by designating $4,000 of 529 fund withdrawals... for Hal_Al. February 28, 2023 7:41 AM
- Posted Re: How to claim an American Opportunity Tax Credit by designating $4,000 of 529 fund withdrawals... on Deductions & credits. February 27, 2023 11:03 PM
- Cheered Re: How to claim an American Opportunity Tax Credit by designating $4,000 of 529 fund withdrawals as taxable. 1098-T, 1099-Q, AOTC for Hal_Al. February 27, 2023 7:46 PM
- Cheered Re: How to claim an American Opportunity Tax Credit by designating $4,000 of 529 fund withdrawals as taxable. 1098-T, 1099-Q, AOTC for Hal_Al. February 27, 2023 7:46 PM
- Cheered Re: How to claim an American Opportunity Tax Credit by designating $4,000 of 529 fund withdrawals... for AmyC. February 27, 2023 7:46 PM
- Cheered Re: How to claim an American Opportunity Tax Credit by designating $4,000 of 529 fund withdrawals... for Hal_Al. February 27, 2023 7:46 PM
- Posted Re: How to claim an American Opportunity Tax Credit by designating $4,000 of 529 fund withdrawals as taxable. 1098-T, 1099-Q, AOTC on Deductions & credits. February 27, 2023 1:25 PM
- Posted Re: How to claim an American Opportunity Tax Credit by designating $4,000 of 529 fund withdrawals as taxable. 1098-T, 1099-Q, AOTC on Deductions & credits. February 26, 2023 10:37 PM
- Posted How to claim an American Opportunity Tax Credit by designating $4,000 of 529 fund withdrawals as taxable. 1098-T, 1099-Q, AOTC on Deductions & credits. February 26, 2023 9:09 AM
- Posted Re: How to create an American Opportunity Tax Credit by changing $4,000 of non-taxable 529 money to be taxable. 1098-T, 1099-Q, AOTC on Education. March 22, 2021 10:57 PM
- Cheered Re: How to create an American Opportunity Tax Credit by changing $4,000 of non-taxable 529 money to be taxable. 1098-T, 1099-Q, AOTC for Hal_Al. March 22, 2021 10:57 PM
- Posted Re: How to create an American Opportunity Tax Credit by changing $4,000 of non-taxable 529 money to be taxable. 1098-T, 1099-Q, AOTC on Education. March 22, 2021 10:41 PM
- Posted Re: How to create an American Opportunity Tax Credit by changing $4,000 of non-taxable 529 money to be taxable. 1098-T, 1099-Q, AOTC on Education. March 22, 2021 12:16 AM
- Posted Re: How to create an American Opportunity Tax Credit by changing $4,000 of non-taxable 529 money to be taxable. 1098-T, 1099-Q, AOTC on Education. March 20, 2021 6:12 PM
- Cheered Re: How to create an American Opportunity Tax Credit by changing $4,000 of non-taxable 529 money ... for MarilynG1. March 19, 2021 10:45 PM
- Cheered Re: How to create an American Opportunity Tax Credit by changing $4,000 of non-taxable 529 money to be taxable. 1098-T, 1099-Q, AOTC for Hal_Al. March 19, 2021 10:45 PM