I'm helping my son file his taxes. He is a student with no earned income and minimal dividends / capital gains distributions.
His taxes should be simple. He received a 1099Q for $13K which was the payment to his college for all of his expenses (tuition, room & board, and required college fees). He received a 1098-T from his college for $5K, which was just his tuition).
I added the $13K in the 1099-Q section of income. Under Deductions & Credits - Education section, I added the $13K in the "ESA and 529 qualified tuition programs" section. This was entered as $5K Tuition and $8K as Other Education Expenses.
Turboxtax is saying he has to pay $574 of Federal Taxes. Am I inputting this incorrectly?
Note: should I be including the 1099-Q and 1099-T on our taxes instead of my son's? The 1099-Q and 1099-T have his name on them. His passive income is >$200 so he probably wouldn't need to file a tax form just for that.
