Hal_Al
Level 15

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Q. after entering 1098-T and 1099-Q on my daughter return, I found out the following, does the last sentence implies we should also put the education expenses in her return?

A. No. 

 

You said, earlier, "My wife also got 1099-Q(in my wife name)".  That makes you (the parents filing a joint return [I assume]) the recipient.  You don't enter the 1099-Q on the student's return.  Any taxable portion of the 529 distribution will not go on the student's return.  It will go on the parent's return, if at all.