So, just to make sure I understand. The 1098T *AND* 1099Q lists about $11K total and includes the expenses I listed above like dorm, meal plan, labs, tuition, etc. I put the entire 11K from the 1098T on parent's return. That only leaves a few hundred other expenses that the school didn't use from the 529. The 1099Q gain is >$4K. So do I have only the few extra hundred dollars in excess of the 1098T and 1099Q to use against the 1099Q gain, or am I supposed to CHANGE the amount listed on the 1098T to just $4K for the AOC and then ignore the 1099Q so far as reporting goes since the extra $7K I didn't claim will cover the 1099Q gain? Is changing the amounts on these government forms going to cause an issue? Should I also include the dependent's 1099Q on parent return for clarity? Someone in this topic said put in the dependent's 1099Q first (has their SSN). Someone else said since it has dependent's SSN and gain is covered, I can ignore it on parent's return, and the non-working dependent doesn't need to file it either. Someone else said absolutely put the 1098T on parent return. I don't see a place to put in tuition other than when Turbo Tax asks for Box 1 of 1098T. Is that where I change amount reported by school and put the $4K? Thanks
