Carl
Level 15

Education

Aye, you didn't mention the 529, and that's got me wondering too. Let me get someone else to jump in here. I can see the problem since the 529 specifies the student as the beneficiary on the 1099-Q. But I would "expect" that would be reported separately by the parents only, and the parents would report only the 529 income/expense since the parents claim the student as a dependent. But again, let me get someone else to see if that's right, or what.