- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Education
Thank you for the quick reply, but I am still a bit confused. Maybe some more specific detail would help clarify:
1098-T (Son=student) Box 1: 17,198 Box 5: 6,500 (1,500 of which is that extra scholarship that came late)
1099-Q (son=recipient) box1: 11,773 Box 2: 5,035 Box 3: 6,738
1099-Q (parent=recipient) box1: 3,476 Box 2: 1,514 Box 3: 1,962
Additional items that are in 1099Q that are not in 1098T (Computer: 2,693 and books: 357)
So 17,198(1098T)-6,500(1098T)+2,693(computer)+357(books)-11,773(1099Q)-3476(1099Q) = -1,500 (529 plan overpay)
‎February 26, 2023
4:36 PM