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BSheehan10
Level 2
Apr 5, 2019 11:10 PM UTC
Question

529 Distributions

I entered my 529 Distributions from my 1099-Qs.  I had education expenses in excess of those distributions.  Why was a small portion of income included on the Other Income page in my 1040.  I thought that all distributions would be not taxes if used for education.

I would appreciate anyone's help.

    5 replies

    Employee Tax Expert
    PaulaMEmployee Tax Expert
    Employee Tax Expert
    Apr 6, 2019 12:59 PM UTC

    After you enter the 1099-Q, enter the expenses in Expenses and Scholarships section under Education.

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    BSheehan10Author
    Level 2
    Apr 6, 2019 1:48 PM UTC
    Thank you for the answer. I have tried that and it resulted in a small portion of the distribution being treated as income. I entered expenses in excess of the 1099 Q

    Have you tried this in turbo tax? Wondering what would cause some of the 529 distribution to be called income.
    Employee Tax Expert
    PaulaMEmployee Tax Expert
    Employee Tax Expert
    Apr 6, 2019 2:16 PM UTC

    Are you claiming other education credits? If so, you can't use the same expenses for both.

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