Dear Community,
2023 was the first year of my daughter's college so we used our 529 funds to pay for her tuition and boarding fees. The first semester we sent funds directly from 529 to her college whereas for the second semester we paid the fees ourselves and got ourselves reimbursed. So we received 2 1099 Q forms from the 529 plan. The first one for the payment made directly to the college and that 1099 Q form is for my daughter whereas the second one is for me. Now my questions are:
1) Can I enter my daughter's form 1099 Q in my return since I will be claiming her as a dependent?
2) If not then does my daughter has to file a return only for the form 1099 Q she has received?
3) There is only 1 form 1098T..how to split it between 2 returns if my daughter has to file the return?
Appreciate any help and guidance on this,
Thanks and regards
