I apologize but I have one last clarification. My wife and I are the owners of the 529 plan and my son in the beneficiary. All payments were made directly to the University for qualified educational expenses. Does that change how I amend my return and my son's return in 2018 and 2019? When I input both the 1098-T and 1099-Q on my amended return, I received the "tax due" amounts for each year listed above (which you said to add to my son's return). As I read further into this rabbit hole, I'm wondering if I am even filing correctly. Thank you again for your help,
