AmyC
Expert Alumni

Get your taxes done using TurboTax

Without seeing the entries and forms, I don't know what may have gotten doubled or entered extra. A worksheet is unimportant and does not go to the IRS. If the 1099-Q is zeroed out, then you should not enter it on your return. For your child, since there is a taxable portion, it should be entered along with the expenses to reduce the taxability.

 

IRS Publication 970, Tax Benefits for Education states:

If the entire 1099-Q went to qualified expenses, room and board, tuition, etc then you do not need to enter the form. 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.

 

Page 45  repeats: Don't report tax-free distributions (including qualifying rollovers) on your tax return.

 

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