MarilynG1
Expert Alumni

Get your taxes done using TurboTax

Yes, if the 1099-Q was used for Qualified Education Expenses (including Room & Board), it does not need to be entered in any tax return.

 

If your student inputs the 1099-Q in her return, she does not have the corresponding Education Expenses to report (since you reported the 1098-T in your return), which is why her refund/tax due changes.

 

Here's more info on Form 1099-Q.

 

@nambuman 

 

 

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