Thank you@Hal_Al- yep, it is very complicated for "civilians" like me. As I mentioned in my earlier questions and follow ups, all of 529 withdrawals were qualif...
An update for@AmyCHi - I reinstalled TT2022 and redid the 1099-Q part only (just deleted what I reported from Box 1 and Box2) and the outcome was as expected, i...
Dear Ms. Amy,Thank you so much again! Will do and yes, all the 1099-Q withdrawals were spent on room and board, books, etc. (all qualified expenses).It may soun...
Dear Ms. Amy,Thank you very much again for taking the time off from your work in this probably the busiest time of the year.I hope you'd not mind clarifying a f...
