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Education
It won't matter. You should send the check to the person who you wish to have receive the funds.
If you don't have any taxable distributions, you're not required to report the 1099-Q on any tax return.
TurboTax will allow you to enter the information if you need assistance determining the distribution's taxability. However, it's not necessary to input the data at all if the funds were used for qualifying expenses and you don't wish to claim the income to aid in receiving certain credits.
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‎December 8, 2025
11:30 AM