- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Education
As she is your dependent, only you can claim the education expenses on her form 1098-T. So you enter her 1098-T on your tax return. And she does not.
For the 1099-Q, because you are the recipient of the form (your name and SSN is on the form and she is the beneficiary), you will enter that form on your tax return. She does not enter it on her return.
Please also note that the funds from the 1099-Q cannot be used to claim the AOTC as they are already tax-advantaged funds. You can only use tuition you paid out-of-pocket to claim the AOTC.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 4, 2021
3:02 PM