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1099Q recipient differ from the recipient shown in the 1099Q issued
In the 1099Q that I've received from my son's 529 plan I'm listed as the recipient on the form, and I've indicated so when I answered the questions from TurboTax. However, the 1099Q form generated from TurboTax still shows my son as the recipient. Though, for Boxes A and B, TurboTax did checked the right boxes. Box A, the designated beneficiary is the Dependent and Box B, who was the recipient of the distribution (Taxpayer). Would this be an issue when IRS compares the 1099Qs from the 529 and TurboTax?
Is there a way for me to fix the 1099Q form manually in TurboTax?
‎February 19, 2026
11:24 AM