AmyC
Expert Alumni

State tax filing

If they are qualified expenses and not taxable, they should not be reported. IRS Publication 970, Tax Benefits for Education states:

Page 45: Don't report tax-free distributions (including qualifying rollovers) on your tax return.

 

Please remove the form and keep it with your tax files. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"