KrisD15
Expert Alumni

Retirement tax questions

Yes, in your case I would use the "What if this is not what I paid the school" link under Box 1 on the 1098-T and enter the adjusted amount to include the payment made through the 529. 

 

If you need to enter the 2024 Form 1098-T, be sure to repeat the process and adjust down. 

 

Keep payment records with your tax file.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"