Provide the following info for more specific help:
- Box 1 of the 1099-Q
- Box 2 of the 1098-Q
- Was any of the box 1 amount put back in the 529 plan after the school refund?
- Who’s name and SS# are on the 1099-Q, parent or student (who’s the “recipient”)?
- Room & board paid. If you live off campus what is school's Room charge &meal plan charge. Does she live at home?
- Other qualified expenses not included in box 1 of the 1098-T, e.g. books & computers
- Did your daughter have any other income for the year
