I have a similar issue to the one you responded to except opposite. The 1098-Ts are accurate for tuition amounts in 2022 and 2023; however the 529 Plan reimbursement are combined into a 2023 1099-Q (I pay the university directly and then compile everything in Dec for reimbursement). What happened was even though the 529 Plan reimbursement paperwork was submitted online prior to Christmas in 2022 for that year, they didn't process until the first business day of 2023 (03-Jan-2023) which is why there is no 1099-Q for 2022....just a combined one for 2023.
So in that case do I just change the 1098-T 2023 tuition amount to account for both 2022 and 2023 and adjust the room and board amount to include both years?
I was going to just amend the 2022 tax return but have no 2022 1099-Q and if you don't enter the 1099-Q first on TurboTax, you can't input Room and Board (the box isn't visible when you do the 1098-T entries.
Right now my 2023 return in TurboTax is indicating I have just under $10,000 (from the 2022 tuition and room and board) that is not accounted for and would be taxable even though I have the records reflecting the 529 funds were used for qualified education expenses.
