Majk_Mom
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Got it. Thanks again.
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A million thanks for going the distance with me.One quick follow-up: In the correct 2024 equation (A) where child taxable income = $316, I thought that any amou...
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Thanks@Hal_Alfor your last reply and all your help!A few (late) notes and questions, sorry.–The 1098-T Box 1 ($10,526) includes fall 2023 and spring 2024 charge...
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Thanks for weighing in. I totally get that the IRS "loophole" of using taxable scholarship to increase QEE is real and legit. My hesitation is mostly the 1098-T...
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Many thanks for the help, @Hal_Al. This all looks great, but I’m still not tracking with you 100%.I understand shifting expenses between buckets (529, AOTC, etc...
Activity Feed for Majk_Mom
- Posted Re: Coordinating AOTC and 529 with low qualified expenses/taxable scholarships? on Education. February 14, 2024 8:33 AM
- Cheered Re: Coordinating AOTC and 529 with low qualified expenses/taxable scholarships? for Hal_Al. February 14, 2024 7:39 AM
- Posted Re: Coordinating AOTC and 529 with low qualified expenses/taxable scholarships? on Education. February 14, 2024 7:33 AM
- Posted Re: Coordinating AOTC and 529 with low qualified expenses/taxable scholarships? on Education. February 13, 2024 1:17 PM
- Posted Re: Coordinating AOTC and 529 with low qualified expenses/taxable scholarships? on Education. February 4, 2024 3:50 PM
- Posted Re: Coordinating AOTC and 529 with low qualified expenses/taxable scholarships? on Education. February 4, 2024 12:23 PM
- Posted Coordinating AOTC and 529 with low qualified expenses/taxable scholarships? on Education. February 3, 2024 3:43 PM