Hi Hal_Al,
I am glad to hear that my daughter doesn't have to put in her 1099Q in her tax returns. You also mention that I, as a parent, don't have to enter 1099Q and 1098T if the expenses exceed the 529. However, I do want to get $4000 American education credit. Is it possible that only I enter the 1098T and my 1099Q and my daughter just skips hers completely? ( because I don't know how to make adjustments according to your advice- "If needed, 1098T can be entered on both returns, with adjustments." Total education expenses are more than the 529 + $4000. Thank you in advance.
