I received both a 1098-T (showing tuition and fees only) and 1099-Q (529 distribution) for my son's college education expenses. In TurboTax I entered everything as it appeared in both forms, as well as filling out the individual boxes for the other expenses (room and board on campus, books, internet service fees). We received a partial refund in the fall for room and board due to COVID as all students had been sent home for most of the semester. I deposited that amount back to my 529 and entered it into TurboTax when it asked. In the end, my expenses (tuition/fees, room/board, books) exceed the adjusted distribution amount (1099-Q box 1 less the refund), so I should not have to pay tax on any earnings, correct? TurboTax is adding some of the earnings to my 1040 as "Other Income". When I took the withdrawals to pay for college I was the recipient, not my son who is beneficiary. I have seen in some posts that I do not need to include the 1099-Q on my tax form, is this true?
