- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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 We received 1099-Q for both Fall 2019 and Spring 2020 because the monies were withdrawn from the 529 in 2019 for both of those semesters.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?
‎February 11, 2020
6:31 PM