- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
Form 1099-Q is informational and not a required entry if the educational expenses exceed the distribution. If you spent the entirety on educational expenses, you can remove the 1099-Q.
You should keep the 1099-Q for your records.
Here is some more information on 529 plans: 529 Plans and Taxes: Deductions, Tax-Free Withdrawals & More
‎February 2, 2025
5:57 PM