MarilynG1
Expert Alumni

Education

For 2020, you will be fine as the 1098-T shows Tuition actually paid in 2020.

 

In 2021, the 1098-T should show the Tuition Paid in 2021 and match your 1099-Q.

 

If your Qualified Education Expenses exceed your 1099-Q distribution, you don't have to enter the 1099-Q in your return, just keep it for your records.

 

Click this link for more info on Form 1099-Q

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