https://ttlc.intuit.com/community/retirement/discussion/who-files-the-1099-q/01/148396#M11512 <P>I have a 529 plan for my niece (the beneficiary). We withdrew all the money last year. The 1099-Q says "the recipient is not the designated beneficiary".&nbsp; We received the check directly&nbsp;from the 529, but then wrote a check for the amount and sent it to our nieces mother.&nbsp; This is what the agent told us to do.&nbsp; It was all used for school tuition.&nbsp; Will this cause a problem? Who is supposed to claim the 1099-Q on their taxes?<BR /></P> Sat, 01 Jun 2019 07:42:46 GMT kerriuf 2019-06-01T07:42:46Z https://ttlc.intuit.com/community/retirement/discussion/who-files-the-1099-q/01/148396#M11512 <P>I have a 529 plan for my niece (the beneficiary). We withdrew all the money last year. The 1099-Q says "the recipient is not the designated beneficiary".&nbsp; We received the check directly&nbsp;from the 529, but then wrote a check for the amount and sent it to our nieces mother.&nbsp; This is what the agent told us to do.&nbsp; It was all used for school tuition.&nbsp; Will this cause a problem? Who is supposed to claim the 1099-Q on their taxes?<BR /></P> Sat, 01 Jun 2019 07:42:46 GMT https://ttlc.intuit.com/community/retirement/discussion/who-files-the-1099-q/01/148396#M11512 kerriuf 2019-06-01T07:42:46Z https://ttlc.intuit.com/community/retirement/discussion/your-niece-may-need-to-report-the-amount-that-is-not-used/01/148401#M11513 <P>Your niece may need to report the amount that is not used for school expenses.&nbsp; The 1099-Q should be in the SSN of the dependent not the owner of the account.<BR /></P><P>Please see below for a Guide to IRS Form 1099-Q <BR /></P><P> <A href="https://turbotax.intuit.com/tax-tips/college-and-education/guide-to-irs-form-1099-q-payments-from-qualified-education-programs/L6yxSZA87" target="_blank">https://turbotax.intuit.com/tax-tips/college-and-education/guide-to-irs-form-1099-q-payments-from-qu...</A> <BR /> </P><BR /> Sat, 01 Jun 2019 07:42:47 GMT https://ttlc.intuit.com/community/retirement/discussion/your-niece-may-need-to-report-the-amount-that-is-not-used/01/148401#M11513 KarenJ 2019-06-01T07:42:47Z