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Education
A bit confusing to get contradictory advice from two different “experts” with one saying “you will have to include 1099-Q and 1098-T in your tax return” and the other saying that they can safely be left out. I have reviewed the “Instructions for Recipient” info on both of the 1099-Qs and they both do say that they are not required to be filed with the return and that the recipient is responsible for determining their taxability. Based on that, I am going to go with the advise from Hal_Al to just leave the 1099-Qs and the 1098-T off of both returns. Thanks.
February 7, 2022
6:23 AM