Don’t use your monthly expenses or income –rather, your incomes and expenses should be demonstrated yearly.
Demonstrate your current assets and liabilities.
You should recheck your mathematics, and avoid errors. We recommend you to get another member of your family to do a second round of review.
Earnings from (Withdrawals from Coverdell ESAs, Increase in value of tuition credits redeemed since the time of purchase for Section 529 prepaid plans and Section 529 state savings accounts) are not considered.
You can refer to the worksheets for further details