MarilynG1
Expert Alumni

Education

You are not required to enter your 1099-Q in your tax return, if your qualified education expenses exceed the distribution amount.

 

Just save it and documentation of what you paid for your records.

 

Here's more info on Form 1099-Q

 

However, if you received a 1098-T showing a larger amount in Box 1 (Tuition) than in Box 5 (Scholarships), you may be eligible for Education Credits, so do enter this in your return.

 

Here's details on How to Enter a 1098-T.

 

 

 

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