AmyC
Expert Alumni

Get your taxes done using TurboTax

Since the entire 1099-Q went to qualified expenses, room and board, tuition, etc then you do not need to enter the form. Simply tuck it away in your tax folder. Delete the entry from the program.

 

Tuition paid for the first 3 months of the next year also qualify, see page 12, What Expenses Qualify, and page 52 for qualified distributions at IRS Publication 970, Tax Benefits for Education.

 

TT article  Guide to IRS Form 1099-Q: Payments from Qualified Education Programs. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"