MarilynG1
Expert Alumni

Education

If you know that your 1099-Q distribution was used for Education Expenses, you are not required to enter it.  Particularly, if you also know that you don't qualify for a credit.  In that instance, you also don't need to enter the 1098-T either.

 

Here's more info about Form 1099-Q.

 

The calculations become more complicated when there is a 1099-Q distribution that partly covers expenses, and also scholarship/grant income, and the AOTC is also desired.  You can delete the Student Info Worksheet to remove all calculations that are causing an issue.

 

@cabb2000 

 

 

 

 

 

 

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