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Level 1
February 16, 2026
Question

1099-Q Payments From Qualified Education Programs

  • February 16, 2026
  • 1 reply
  • 5 views

Computation of this entire section seems  incorrect.
2.c. Adjusted Qualified Higher Education Expenses applied amount is way too low.
I have 2 1099-Q from different plans, 1099-T with tuition and scholarship
Sum of "c Adjusted Qualified Higher Education Expenses applied" of the two worksheets is fraction of the tuition - scholarship. It also does not consider "room & board" and other qualified educational expenses.
Issue exists as of 2-15-26.
Is fix in the works?

1 reply

Hal_Al
Level 15
Level 15
February 16, 2026

A fix is in the works but updates have been scarce.