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I am not being claimed as a dependent by anyone else so I don’t understand why I am being asked for a recipient SSN on a 1098-A form

 
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6 Replies
Hal_Al
Level 15

I am not being claimed as a dependent by anyone else so I don’t understand why I am being asked for a recipient SSN on a 1098-A form

There is no form 1098-A.

Do you mean 1099-Q? Even though you are not a dependent, a Qualified tuition plan ("529"), has an owner and a beneficiary.  Either can be the recipient, depending on where the money went. When the money goes directly from the Qualified Tuition Plan (QTP) to the school, the student is the "recipient". The distribution will be reported on IRS form 1099-Q. 
The 1099-Q gets reported on the recipient's return**. The recipient's name & SS# will be on the 1099-Q.

If the owner is the recipient, some coordination is needed between the parent-owner and student-beneficiary on reporting educational expenses.

 

**Alternatively; you can just not report the 1099-Q, at all, if your student-beneficiary has sufficient educational expenses, including room & board (even if he lives at home) to cover the distribution. You would still have to do the math to see if there were enough expenses left over for you to claim the tuition credit. Again, you cannot double dip!  When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records, in case of an IRS inquiry.

I am not being claimed as a dependent by anyone else so I don’t understand why I am being asked for a recipient SSN on a 1098-A form

I’m single and living in Tennessee my whole life

I am not being claimed as a dependent by anyone else so I don’t understand why I am being asked for a recipient SSN on a 1098-A form

No one claims me

I am not being claimed as a dependent by anyone else so I don’t understand why I am being asked for a recipient SSN on a 1098-A form

I’m no ones claiming but myself 

I am not being claimed as a dependent by anyone else so I don’t understand why I am being asked for a recipient SSN on a 1098-A form

No claims 

I am not being claimed as a dependent by anyone else so I don’t understand why I am being asked for a recipient SSN on a 1098-A form

No claims

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