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Education
Yes, you are doing this correctly. Dependents do not file Form 1099-Q as a beneficiary or Form 1098-T.
For your return, enter Form 1099-Q first. If you did not, delete them both and re-enter.
If need, here are the steps to delete the forms:
- From the left menu, select Tax Tools.
- Select Tools.
- Scroll to Delete a Form.
- Scroll to Form 1099-Q and select Delete and Delete Selected Form and Continue.
- Scroll to Form 1098-T and select Delete and Delete Selected Form and Continue.
Before continuing, close the program and close the browser completely. This will assure that TurboTax updates.
For more information, see:
Guide to IRS Form 1099-Q: Payments from Qualified Education Programs - TurboTax Tax Tips & Videos
The Lowdown on Education Tax Breaks - TurboTax Tax Tips & Videos
March 28, 2021
7:27 AM