@jlar one of my favorite sayings, that as far as I know was coined by my father.
"He who claims to totally understand the situation and all aspects of it, is obviously not paying attention."
Like NC said, we both had the 529's go to the school
I'm gonna stop to there first, with this information.
If the 529 distribution paid directly to the school is already included in box 5 of the 1098-T, then you don't enter the 1099-Q at all, anywhere, on any tax return, regardless of who the named beneficiary is on the 1099-Q.
Is this true in your case?
