pgpg
Level 1

Education

Thanks for your response, @MinhT1 and @Hal_Al . I have a couple of follow-up questions:

  1. Does Fidelity (which maintains my 529 plan) send 1099-Q information to the IRS?

  2. It looks like TurboTax is sending the 1099-Q and 1098-T forms to the IRS, because when I checked all the official forms included in the filing, those documents were listed. Why is TurboTax including them in the filing?

I filed my daughter's taxes, and I can see both the 1099-Q and 1098-T in the filed copy.

If the answer to #1 or #2 is yes, should I enter the 1099-Q that came under my name in TurboTax, rather than ignoring it?

Thanks in advance!