KrisD
Intuit Alumni

Get your taxes done using TurboTax

Yes, you can use that form. If it is used to apply against your daughter's education expenses, use it on your return along with the 1098-T. If it will be claimed as taxable income, your daughter will claim that amount on her return. 

If you are applying the total distribution to the tuition paid, it won't be taxable, and it won't be reported. You are right, if your husband is the owner of the account, and your daughter is the beneficiary, the distribution should list her name. You may wish to contact the financial entity that handles your account for clarification, but since the IRS matches forms to Social Security numbers, I would not wait for a corrected form in order to file. 

CLICK HERE for IRS Pub 970 Education Credits

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