LauraS1
New Member

Education

Both Carl and Hal_Al have posted correct info regarding your issue. This was from Hal_Al...For 529 plans, there is an “owner” (usually the parent), and a “beneficiary” (usually the student dependent). The "recipient" of the 1099-Q can be either the owner or the beneficiary depending on where the money was sent. When the money goes directly from the Qualified Tuition Plan (QTP) to the school, the student is the "recipient".
The 1099-Q gets reported on the recipient's return. The recipient's name & SSN will be on the 1099-Q.".. at this point I am going to refer you to our TurboTax PersonalPro team they can give you the tax advice you need in this situation. https://pro.turbotax.intuit.com/