JAW29
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Got it...I've read a lot of posts on this topic over the past several days and you definitely are the expert. Hope this thread can save someone else from those ...
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Awesome, Hal! Thanks for the workaround and the information about using the scholarship rather than the 529 to for the 'taxable' $4000 so we can qualifyfor the ...
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You're the best, Hal!To answer your questions:I entered the 1099-Q on my (parent's) return. I am the recipient and my student is the beneficiary. The 529 distri...
Activity Feed for JAW29
- Got Cheered for Re: Determining taxable portion of 529. February 18, 2025 5:17 PM
- Posted Re: Determining taxable portion of 529 on Education. February 18, 2025 5:11 PM
- Cheered Re: Determining taxable portion of 529 for Hal_Al. February 18, 2025 5:07 PM
- Cheered Re: Determining taxable portion of 529 for Hal_Al. February 18, 2025 5:07 PM
- Posted Re: Determining taxable portion of 529 on Education. February 18, 2025 4:50 PM
- Posted Re: Determining taxable portion of 529 on Education. February 18, 2025 3:32 PM
- Posted Determining taxable portion of 529 on Education. February 18, 2025 2:27 PM
- Posted TT Shows that we qualify for AOTC but it would be double dipping on Education. February 16, 2025 7:57 PM