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New Member
posted Jun 1, 2019 10:31:36 AM

Did not receive a 1098 T. Is the form needed or is there an exception since it is a private high school?

Pull money from 529 to cover some of my daughter's private high school tuition costs.  Did not receive a 1098 T.  Is it necessary or an exception?

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New Member
Jun 1, 2019 10:31:37 AM

No, as a matter of fact, you do not even have to report the 1099-Q if it was all for qualified education expenses.

You should keep a copy of the 1099-Q and receipt(s) from the school with your tax records.

If you want to enter everything, you can follow these instructions for not having a 1098-T.

When you come to the screen asking if you received a Form 1098-T, simply answer “no” to that question and proceed with the rest of the interview.  You will be able to enter the amount of tuition and fees paid to the school.

You don't need a 1098-T if any of these apply: 
1. If you or your dependent:
·         Haven't received the 1098-T by January 31, or by the date you file your return (whichever is later).
·         Requested the 1098-T from your school after January 31 but before filing your return.
·         Cooperated with the school's efforts to get the info necessary to send you the 1098-T.
2. If the school is not required to send a 1098-T.