One more complexity
We processed the 2 (2 semester) 529 withdraws differently for 2020. One directly to school so college son is the recipient and the other to my wife (we file joint married) who then paid the school. Consequently we received 2 1099-Qs. One to my college son's tax ID as recipient and the other to my wife's tax ID as recipient. 529 administrator will not correct/reissue 1099-Q.
Turbotax will only allow me to enter the 1099-Q to the recipient's taxes. Even if my son is the dependent, Turbotax says if me/wife are not recipient, it will not let us enter the info from son's 1099-Q. Haven't yet received the 1098-T but I expect a single 1098-T issued in my college son's name and tax ID.
Qualified expense is > both 529 withdraws combined.
How do I enter all the education info (1099-Q, 1098-T) into either mine or son's tax return?
UPDATE : Nevermind, once I entered a 1098-T (temporary from last year's data), it allowed me to enter 1099-Q for son as bene.
