ColeenD3
Expert Alumni

Education

Unfortunately, this is  tax law and has nothing to do with the software on which you enter your information. You must have the 1099-Q distribution and the tuition expense in the same year.

 

To be a qualified distribution, the money must be used to PAY qualified expenses, in the same year as the distribution. So, money paid in 2020 cannot be reimbursed by a 2021 distribution, even though the payment was for a 2020 term.