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Deductions & credits
We often struggle with the 1098-T.
You can delete the 1098-T as well as the student worksheet and Form 8862 (if that is also present)
THAT should eliminate it from reappearing.
You can either enter the 1099-Q and select that it was used for education expenses for someone not on the return, which will simply negate the distribution since it was used for education expenses, or just not enter the 1099-Q at all. (Which means you would also need to delete the 1099-Q first)
The 1098-T and 1099-Q are "Informational". Yes, the IRS get copies, and they would want to match a credit to a 1098-T, but if those forms have no tax consequences, they are not transmitted.
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‎February 5, 2023
4:04 PM