ThomasM125
Expert Alumni

Retirement tax questions

You can enter the 1098-T and 1099-Q on your son's return to see if any of the education plan distributions are taxable. Your son cannot qualify for an education credit if he is listed on your tax return as your dependent.

 

You enter the forms in the Deductions and Credits section of TurboTax, and then Education, and then ESA and 529 qualified tuition programs (For 1099-Q) and Expenses and Scholarships (Form 1098-T).

 

@dvn2

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