kstaxhelp
Returning Member

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?