I use the desktop version. 1098-T is in the beneficiary name (the child), and the 1099-Q is in my name. I cannot put someone's else 1098-T on my return. In fact TT does not even allow it, there is no option to add 1098-T except for the persons on the return. I would assume this is not a rare situation, when parents open the 529 in their name and dedicate their child as the beneficiary. In previous years I could handle this situation in 1099-Q section by simply stating the distributions were used for room and board, tuition etc. Now I cannot, and 1099-Q automatically becomes taxable.
Yes, I just deleted 1099-Q, and it helped, but this is misleading. There should be at least some guidance in the 1099-Q interview for the situation like this. My situation is simple, the entire distribution is qualified, so I can just drop 1099-Q. What if someone made the distribution for the child, then figured out only a part of it is qualified?
