@AmyCDoes this mean that only $150 of the interest amount of $250 is excludable? My understanding is that the entire amount would be excluded if the entire proc...
@AmyCThe calculation is as follows: 450 - (200 * 50%) = 450 - 100 = 350You may refer to the form 8815 Smart Worksheet to understand the calculation.In addition ...
@AmyCShould I enter the proceeds I contributed to 529 here? I am asking because it says "educational expenses" and these are technically not expenses. Even if I...
@Critter-3I tried to use these steps. However, there is no option for 529 contribution. I selected the ESA option but that still did not work. Although form 881...
I followed these steps. However, there is no option for 529 contribution. These are the only options available. If you select ESA (which btw is not correct), it...
