YM23
Level 2

Education

I'm in the same situation as Thomas2023. You said we don't need to enter the 1098T and 1098Q in our tax. It's great. But, I'm very confused about this section. I have a question about this "When the box 1 amount on form 1098-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms.". The 1098-Q is under my son's SSN. When I try to enter the 1098-Q under his tax, the Box 2 of 1098-Q is counted under his income and he has to pay tax. Why is it ? All Box 1 of 1098Q is paid directly to the school. I enter it under Education section "ESA and 529 qualified tuition programs (Form 1099-Q)". I didn't enter the 1098-T on his tax since someone said he's dependent and it should go to the parent's tax. My AGI is above $180K. If we need to enter 1098-Q under his tax, what should we need to enter so the qualified expense does not count the box 2 of 1098-Q as his income? Thank you.