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Education
Both the 1098-T and the 1099-Q are not forms that must be reported on your taxes because you received them. If your student received a full scholarship then you are not entitled to either the AOTC or the Lifetime Learning Credit. If your funds from the 529 plan reported on the 1099-Q are no more than the amount of the scholarship funds and they were used to cover qualified educational expenses then you do not have to report the 1099-Q.
You can solve the whole problem but just removing the 1099-Q and the 1098-T. Both forms say right on them that they are not required to be reported. All you need to do is keep the documents with your tax papers.
My suggestion is to just leave them off the taxes.
‎April 12, 2022
6:32 AM