MarilynG1
Employee Tax Expert

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Are you referring to the Dependent Information Worksheet or the Student Information Worksheet?  If you can share the error you're receiving, we'll try to help.

 

Here's more info on OBBB changes for 529 education spending (one takes effect for 2026, one after 7/5/2025):

 

  • 529 Plan Expansions:
    • Higher Withdrawal Limits: Starting in 2026, the annual limit for tax-free 529 withdrawals for K-12 tuition and expenses doubles from $10,000 to $20,000 per year.
    • Expanded Eligible Expenses: For distributions after July 4, 2025, 529 funds can now cover curriculum materials, online learning tools, tutoring, standardized test fees (e.g., SAT/ACT), and dual-enrollment costs.
    • Vocational & Credentialing: 529 funds are now eligible for workforce training, certifications (e.g., HVAC, cosmetology), and continuing education required for professional credentials.

If you received a Form 1099-Q and the distribution was used entirely for qualified education expenses, you don't need to enter it in your return.

 

@arrainey31 

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