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Retirement tax questions
No. Since he is not your dependent, the 1099Q and 1098T will be on his return only. It does not matter that you covered part of his expenses for the year. Because of his age and income, he will claim all of the reconciliation necessary for these forms. If you assisted in paying expenses, he will claim that on his return also.
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‎April 12, 2022
11:22 AM