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cpmerse
Level 2
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  • If we take only$2000 less than our actual expenses from your 529 plan will we get a $2000 credit?Thanks again!
    cpmerse
    1
    Updated Feb 20, 2024
  • Thanks Hal-Al!my wife and I worked a lot of overtime in 2022. If we don’t work as much and our AGI is lower in 2023 is there anything we can do to try to get a ...
    cpmerse
    3
    Updated Feb 20, 2024
  • Provide the following info for more specific help:Is the student the parent's dependent. yesBox 1 of the 1098-T $18443.00box 5 of the 1098-T $14288.00Any other ...
    cpmerse
    6
    Updated Feb 20, 2024
  • I am confused when you say to allocate the expenses between the 2 returns. Do I enter the 1098-t on both returns? Do I have to divide the other expenses like ro...
    cpmerse
    9
    Updated Feb 20, 2024
  • Thanks Hal_Al!I have a could more questions. Your post said be careful to not double dip. Will the turbo tax software insure that I am out double dipping? Also,...
    cpmerse
    11
    Updated Feb 20, 2024
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