Education

The 1099-Q is reported on the recipient's tax return (the person whose Social Security number is on the form). If the funds went directly to the school, consider the student as the recipient, and if the student is your dependent, you should enter the 1099-Q on your return.

Here's how to enter your 1099-Q in TurboTax:

1. Open or continue your return.
2. Select Federal and then Deductions & Credits.
3. Scroll down to the Education section under All tax breaks.
4. Select, Show more and select Start or Revisit next to ESA and 529 qualified tuition programs (Form 1099-Q).
5. Follow the screens to enter your info.

If you're using the mobile app, go here for mobile-specific instructions.

To enter Form 1098-T:

1. Open or continue your return, if you're not already in it.
2. Search for 1098T and select the Jump to link at the top of the search results.
3. Select Yes on the Do you want to enter your higher education expenses? screen.
4. On the Your Education Expenses Summary screen, select Add A Student.
5. Select the name of your student (this could be you, your spouse, or a dependent) and Continue.
6. Answer some questions about the student and then you'll reach the Did [student] get a 1098-T from [school] for 2019? screen. Select Yes and Continue.
7. Enter the information from your 1098-T on the next screen. When you're finished, select Continue.

After you enter your 1098-T, we'll ask some additional questions, including whether the student had other expenses (books, supplies, equipment) and financial aid.

Here's some important info you need to know about Form 1098-T:

• If the student on the 1098-T is your dependent, enter the 1098-T on your return, even if your dependent paid the tuition.
• If you're the student on the 1098-T and you aren't being claimed as a dependent, enter the 1098-T on your return unless your employer paid for or reimbursed your tuition (in which case just keep the 1098-T with your tax records).
• Enter your 1098-T exactly as is even if the amounts are wrong (this is common). Don't worry, we'll give you the opportunity to correct the info and/or enter more expenses later.
• Leave blank boxes blank. Don't enter 0 for any blank boxes on the form, as this generates errors.