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Get your taxes done using TurboTax
Thanks you for the response but I'm still confused as to who files what.
TurboTax won't let me enter 1098-T information for my daughter because it says she's not a dependent. She files separately and as a non-dependent.
In my TurboTax, when I try to enter the 1098-T it says "You can't claim education expenses for a person who isn't your dependent."
The full amount of the 529 distribution was sent to the school to cover most of the tuition.
But my understanding is that I have to claim the 1099-Q because the distribution is in my wife's name and SSN because she paid the money to the school for my daughter's tuition.
On a previous message I saw it say that both the 529 owner and beneficiary would get a 1099-Q but my daughter was not issued a 1099-Q, just my wife. I logged into the 529 account and confirmed there is only a 1099-Q for my wife who the distribution was sent to.
:(