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Education
As long as the 529 distribution was used for Qualified Education Expenses, you don't need to enter it in your return. Just save it for your records, along with documentation of what you paid.
If you paid Education Expenses in 2023, you can enter them in the Education section without a 1098-T.
Just remember if you get a 1098-T for 2024 that includes that amount, that you adjust your 2024 expenses amount accordingly.
Here's more info on Form 1099-Q and Form 1098-T.
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‎April 1, 2024
12:22 PM