Thanks for the response.
I get your point that we could exclude both the 1099-Q and 1098-T since all of the 529 Plan distributions paid for qualified educational expenses. But I would prefer to include them, so there aren't questions in the future.
I looked at his old 1040 and there was no income included on line 8 "Other income from Schedule 1, line 10" in his 2020 tax return. But for 2022, Line 8 includes $3K of income that comes from Schedule 1, line 8z (with the description "Qual State Tuition Prgm from 1099-Q"). I think this should be $0 since his qualified expenses = 529 Plan distributions. Can anyone advise how to fix this?
To clarify, things should be simple for his return because:
- we are not including the 1098-T on our (parents) tax return since all of the tuition/college expenses were paid for with the 529 plan distributions.
- he has no scholarships
