Solved: 1099-Q and 1098-T

coligmueller · Feb 6, 2020 2:49:47 PM

<P>I am always confused as to whose taxes to claim these on. My college age son is a full-time student and had very little income so we claim him as a dependent on our taxes. Do I enter the 1099-Q on his tax return and the 1098-T on ours? Or do I do it all on ours? Both forms came in his name; however, we are the ones who paid the expenses from a Qualified Education Program that we started for him. Thanks for any clarification!</P>

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1099-Q and 1098-T

Sorry! one more question....how will my daughter be treated on state (PA) and local taxes, if at all. Since there is no double dip issue and the 529 withdrawal and qualified expenses cancel out, does she have to file? What are minimum thresholds for state and local filing? Thank you!