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If you are both the Recipient and the Beneficiary, uncheck (or leave unchecked) the box on the 1099-Q entry that says 'Recipient is not Beneficiary'.
This is because many times the Recipient is the parent of the student, and the Beneficiary is the student.
Click the link for more info about the 1099-Q.
If you are both the Recipient and the Beneficiary, uncheck (or leave unchecked) the box on the 1099-Q entry that says 'Recipient is not Beneficiary'.
This is because many times the Recipient is the parent of the student, and the Beneficiary is the student.
Click the link for more info about the 1099-Q.
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