Hal_Al
Level 15

Education

@ccchlfields  @NCperson  Room and board are qualifying expenses for a 529 distribution.  Assuming she has at least $2966 in room and board (even if she lives at home), none of her scholarship or 1099-Q is taxable, as both are covered by enough qualified expenses. 

 

She only needs to file a return to get her $445 withholding back.  She should not enter either the 1098-T or 1099-Q, in Turbotax. Both are only informational documents and do not have to be reported. Entering them is only going to get confusing.  We already know they are not taxable.