Correct, we own units not stock in the royalty trusts. The trusts did not send us information and E*TRADE and Morgan Stanley provided little supplemental inform...
Q. You say what the 529 earnings (box 2 of the 1099-Q) were ($3106.71). But, you don't say what the distribution was (box1).That's the number that needs to be l...
At this point, I am confused and very frustrated about the proper way of going about this whole issue of reporting education expenses and scholarships/grants. T...
Very useful information, Hal_Al - thank you!One issue I am having is when we enter the 1098-T information in my daughter's return, there isn't anywhere in the T...
I am following up on this conversation from last year since I have the exact same situation. 2023 was our dependent daughter's first year in college (so she onl...
