- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
1098T Box 5 question
My son's school issued a housing and meal plan refund in Spring 2020 when they sent all students home mid-semester due to Covid-19. They included this refund amount in box 5 of 1098T (scholarships, grants). He did not pay his housing and mealplan with any scholarship or grant. We paid that via personal check and took a 529 distribution for the amount of the housing and mealplan. This has created an issue with offsetting expenses for the 1099Q. Is there any way around this issue?
March 15, 2021
11:16 PM