pdxkelly
Returning Member

After you file

I'm in a similar situation: I did not included either my 1099-Q or 1098-T information on my 2018 or 2019 returns. After beginning the process to amend my 2019 return and entering in all of that information, I still owed no additional taxes as it appeared that the distributions from the 529 QTP were less than payments on the 1098-T and the additional out-of pocket expenses combined. No scholarships. The information/situation for 2018 will be the same.

 

In addition, our AGI was above the $160k threshold (MFJ) I had read earlier.

 

As such, and based upon all of the other responses, I do NOT need to file amendments for 2019 or 2018 returns, correct?