KrisD15
Expert Alumni

Get your taxes done using TurboTax

If you cannot get an education credit because of your income level

And if the distribution was used to pay tuition and/or Room and Board 

and if there were no additional scholarships in Box 5 of the 1098-T that would trigger tax, leave the 1098-T and 1099-Q off the entry screens. 

 

Form s 1099-Q and 1098-T are used for tax computations. 

If the distribution was 20,000

and Box 1 LESS Box 5  is 20,000 or less, there is nothing to report. 

 

If Box 1 less Box 5 is less than 20,000, be sure to add Room and Board which can also be allocated to the distribution. 

 

 

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