Education

I have the exact same issue.  I just want to clarify.  We received 1099-Q for both Fall 2019 and Spring 2020 because the monies were withdrawn from the 529 in 2019 for both of those semesters.  However, the 1098-T from his college only shows qualified expenses for the Fall 2019 semester.  Because we didn't actually pay the school for Spring 2020 until 1/6/20, the Spring 2020 qualified expenses won't be reported until the 2020 1098-T.  Is that correct?  But, can I calculate the qualified expenses for Spring 2020 and put them on my 2019 return so that they match the 529 withdrawal?