AmyC
Expert Alumni

Education

@AnnK1  Usually, the 1099-Q does not need to be entered since it was used for room and board or other education expenses. The social on the 1099-Q generally wins. If there truly was an excess amount of money, then it would be taxable to your daughter. See my 529 example.

 

The 1098-T always comes in the student's social. It goes on the return of whomever is claiming the student. In your case, you. If it also contains scholarship income, look at another of my answers for help 

 

The goal is to get you the most money back for the least tax!

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