MarilynG1
Employee Tax Expert

Education

If all of the 1099-Q distribution was used for qualified expenses (including room and board), you don't need to enter it in your return. Room and board expenses are not included in the Education section, as they are not included in calculating any education credits.  Keep records of what was paid with the 529 amounts.  

 

Here's more detailed info on Form 1099-Q.

 

 

@DisneyDiva 

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