Who should file 1098t and 1099Q?

Forum|Forum|7 years ago
June 1, 2019
9 replies
61 views

I am claiming my daughter as a dependent, but the 1098T and 1099Q came in her name.. She usually just does the 1040EZ form, but we are not sure what form she should use now if she has to put these forms in her taxes... who should file this on their taxes? me or her?

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Best answer by

If you are claiming your daughter as a dependent, these forms (1099 Q and 1098 T) are included with your tax return. You should not include them on your daughter's tax return. The forms should be reported only once.

Anonymous

Answer

kablwm

Level 2

TT won't let you enter the 1098T if your income is too high - won't that result in a taxable 529 distribution even if you have eligible expenses in excess of the distribution?

owenbooth

Level 2

Why is info on a 1099Q taxable to the recipient when the proceeds are for the benefit of the student. We checked the box saying recipient is not the beneficiary?