KrisD15
Expert Alumni

After you file

Correct. If the forms do not constitute a tax liability, they do not need to be reported. 

 

 

 

In your situation, you do not need to amend your return and you do not need to report the 1099-Q nor the 1098-T since the education expenses offset the distribution, there was no other financial aid, and you are not eligible for a credit 

 

 

 

 

 

 

@pdxkelly

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