Thanks so much, that's what I thought. It gets tricky with the large scholarships, credits, and 529s. I appreciate the advice. No in this case, dependent studen...
Thanks for all your education related tax posts Hal_Al. Can I confirm something? I have a student with basically full ride, last semester. 1098-T box 1 is $29k ...
Thanks. I guess technically from the IRS perspective, there needs to be a 1041 filed with the final return box checked? Or not? As you say, there isn't a filing...
Thanks for responding. I appreciate it, but I think I know all that. The MA W2 is definitely not all MA-based as described, neither pre-pandemic or during the M...
Thank you. Yes, I see that now. I figured it was too good to be true. Unfortunately, it was already distributed lump sum cash. No inherited IRA established. So ...
