jnunorckln
Returning Member

529 disbursement for private high school

Hello,

 

For 2019, I took a disbursement from my son's 529 to pay a portion of his private high school tuition.  I received a 1099-Q in his name. However, I have yet to receive a 1098-T. Who is supposed to send it? Is it the high school itself, or the company that manages their tuition payments? 

 

I have a pdf statement that I saved when the disbursement was applied to the tuition. It shows the payment with a net amount due since I did not pay the full tuition amount. However, this statement does not call out the  payment as a 529 transfer. It merely shows the dollar amount, which matches the disbursement in the 1099-Q. Is this information sufficient to file income taxes?

 

Also from previous threads, my son is supposed to file and declare the disbursement. However since he is a dependent, do I file the 1098-T?

 

Thank you in advance.