KathrynG3
Expert Alumni

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: 

Where do I enter a 1099-Q?

Where do I enter Form 1098-T?

 

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