I need help with the best way to enter these in Turbo Tax. I have a 1098T and 1099-Q both issued in the child's SSN. The 1099-Q and 1098-T list the same amount that was directly transferred from the 529 plan to the school. The school expense includes room and board. The school issued a refund of some of the payment, but the 1098-T was not updated and shows what they received from the plan. Should it be updated? On whose returns should these forms be entered? How is the refund handled? There was also an additional $2000 in school related expenses and about $3500 in gain on the 1099-Q. How such this be reported? Thanks
