TopShelfTax
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@joebob8000Its not about where you paid the expenses from. Money from the 529 is of two types, what you put in (basis) and what you earn(income). Both can be us...
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You don't want to omit the 1098-t that is what qualifies you for any education credits, AOC or LLC in TT. You want to omit the 1099q income, assuming you know y...
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@wilensdavidThe amount used for credit should be 4k if you are eligible to collect the entire AOC (100% of the first 2k [2k] in expense and 25% of the next 2k [...
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@joebob8000Are you getting either the AOC or LLC credit. Look in the student worksheet form and see what is being applied in line 18 towards credits. This shoul...
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@Hal_AlI know I can do that, but I shouldn't need to and if I was someone that didn't understand the forms I could easily miss how things are allocated. While I...
Activity Feed for TopShelfTax
- Posted Re: 529 question on Education. 3 weeks ago
- Posted Re: 1099-Q and 1098-T questions on Education. 4 weeks ago
- Posted Re: 1099-Q and 1098-T questions on Education. 4 weeks ago
- Got Cheered for Re: 529 question. 4 weeks ago
- Posted Re: 529 question on Education. 4 weeks ago
- Got Cheered for Re: Turbo Tax is not allowing me to input qualified education expenses from my 529 plan withdrawals.. February 26, 2026 11:35 PM
- Posted Re: Turbo Tax is not allowing me to input qualified education expenses from my 529 plan withdrawals. on Education. February 26, 2026 9:45 AM
- Posted Re: Turbo Tax is not allowing me to input qualified education expenses from my 529 plan withdrawals. on Education. February 26, 2026 8:42 AM
- Posted Re: Turbo Tax is not allowing me to input qualified education expenses from my 529 plan withdrawals. on Education. February 14, 2026 10:05 AM
- Got Cheered for Re: Turbo Tax is not allowing me to input qualified education expenses from my 529 plan withdrawals.. February 13, 2026 5:24 PM
- Got Cheered for Re: Turbo Tax is not allowing me to input qualified education expenses from my 529 plan withdrawals.. February 13, 2026 5:23 PM
- Got Cheered for Re: Turbo Tax is not allowing me to input qualified education expenses from my 529 plan withdrawals.. February 13, 2026 5:13 PM
- Posted Re: Turbo Tax is not allowing me to input qualified education expenses from my 529 plan withdrawals. on Education. February 13, 2026 3:28 PM
- Posted Re: Turbo Tax is not allowing me to input qualified education expenses from my 529 plan withdrawals. on Education. February 13, 2026 2:38 PM
- Got Cheered for Re: Turbo Tax is not allowing me to input qualified education expenses from my 529 plan withdrawals.. February 13, 2026 11:45 AM
- Got Cheered for Re: Turbo Tax is not allowing me to input qualified education expenses from my 529 plan withdrawals.. February 13, 2026 11:05 AM
- Posted Re: Turbo Tax is not allowing me to input qualified education expenses from my 529 plan withdrawals. on Education. February 13, 2026 10:14 AM