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Retirement tax questions
The 1099-Q gets reported on the recipient's return. If the form has your name and Social Security number you will report the form on your return. The 1098-T should also go on your return.
Your son has to report form 1098-T if he has taxable scholarship in box 5.
If the Education expenses were covered by the withdrawal you don't need to report forms 1099Q and 1098-T on your return.
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March 2, 2022
9:05 AM