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Yes, this needs to be reported on your return. To report.   Go to Federal > Wages & Income. Scroll to the bottom to Less Common Income. Select Miscellaneous Income, 1099-A, 1099-C > Start. Choose Other reportable income and click Yes. Description: Enter "Foreign Research Scholarship/Stipend" and the amount.    

The recipient instructions on your 1099-Q provide clear guidance. It states:   Instructions for Recipient Distributions from Coverdell education savings accounts (CESAs) under section 530 and qualified tuition programs (QTPs) under section 529, including rollovers, may be taxable. Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution. See Pub. 970 and the Instructions for Forms 1040 and 1040-SR for more information. Also see Form 5329 and its separate instructions.   You can also review this article. https://turbotax.intuit.com/tax-tips/college-and-education/what-is-irs-form-1099-q/L7MAdcKz5

Thanks Amy -this confirms my conclusion.  If I want to include a supporting statement for the nominee distribution, I'll have to mail in a paper copy of my return.  And if I e-file, I need to be prepared to answer an IRS inquiry if they don't match up the two 1099's.

Are you using TurboTax Desktop or Online? It may help to restart the desktop app, or clear cache and cookies and restart your device if you're using online.  See this article for a step-by-step list:  How do I file my return by mail?   

If you received even one paycheck in 2025 while still in WV, that would be WV source income.  That is the income that is taxable to WV.   The rest of the income, if you received it while a resident of AZ would be AZ source income.     Your unemployment would also be AZ source income since you received it while a resident of AZ and I am assuming it came from the state of AZ?   You would be considered a Part year resident of both WV and AZ.  Since your employer only withheld taxes for WV, you will likely have to pay in to AZ, but you should get a refund of your overpayment to WV when you enter the full amount withheld and allocate the actual amount earned.   AZ does NOT tax unemployment benefits.  However, the federal government does.     

Q. Is employer assistance already in the 1098-T in box 1? A. No. No scholarship or employer assistance amounts are shown in box 1. Box 1 is the amount of tuition and fees that were actually paid, regardless of the source of the money.   Box 5 should also not include  employer assistance, it is for scholarships.  But, it is not uncommon for schools to include employer assistance, in box 5, when the employer sends the money directly to the school. You have to determine that.   By law your employer can only give you $5250 maximum, tax free. If you got more than $5250, the amount above $5250 is usually already included in box 1 of  your w-2 and you do not need to enter any additional income on your tax return.   But, since you have paid tax on that part, it  is considered your after tax money and that amount can be used  to claim the tuition credit. For tax purposes, it’s not really reimbursement, it’s your money.   Q. What  do I put for the  employer assistance question in TurboTax.  A. The tax free $5250, unless it's already in box 5 of the 1098-T.  If any of the $13,483 taxable assistance (I assume your total assistance was $18,733) is included in box 5, you need to remove it when you enter the 1098-T. 

Thanks for your response.  My problem was caused by a "serious" overestimation of my AGI.  After considerable research, I found the complete formula for estimating AGI.  Once I understood, the problem went away.  It would be helpful if that formula (spreadsheet) was available to everyone on social security.

Hi: Same here. After amending prior year non deductible  IRA as I missed form 8606 in 2024. So I amended it with TT rep's help yesterday. Consequently, I have form 8606 correctly in 2024 amended return. However,  TT shows "Print and mail the documents to government to complete the amendment" I clicked on the print icon but it shows error in the next window? Now I merged the 2025 return with that 2024 amended return, it does not seem the 2024 amended data was incorporated and the 2025 form 8606 is not completed ie line 6 and 7 has nothing? Please help. Appreciate.

I am assuming you mean your refund is not being held due to not filing 2023?  Did you have income in 2023?  If so, the IRS will keep your refund to apply it to your past due taxes.  If you had income in 2023 from an employer or that was reported on a 1099, the IRS would have received this and would have in a way filed a return for you.  They would have calculated what you owed and then any refunds that come from other tax years, would be applied to the back taxes.   If you need to file a 2023 return, you can download the TurboTax desktop program.  You will need to print and mail your return as e-filing is closed for prior years.