SharonD007
Expert Alumni

Deductions & credits

If the funds that were refunded were not paid from a 529 Plan or scholarship, your daughter does not need to report the refund as income.  If the refund was originally paid with funds from a 529 Plan and not reinvested, the person who received the 1099-Q may need to report a portion as an excess withdrawal.  Please let us know if that is the case so we can assist you with reporting.

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