tammy1224
Returning Member

Retirement tax questions

Great! Thank you so much. I still report the 1098-T, correct? The total on line 1 0f the 1098-T is approximately $2000 less than the 529 distribution. However, the amount on line 1 of the 1098-t plus other qualified expenses does out weigh the 529 distribution. So, report the 1098-T but not the 1099-Q?