dafulcrum
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The 1098-T for 2021 is only ~$10K and the 1099-Q is for $67K. If I include the 1098-T from 2020, then would be very close to the $67K and it was not included in...
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In addition to the 1099-Q, I received a 1098-T for 2021. Also, I received a 1098-T in 2020 that was not included in my 2020 return. To cover the full amount of ...
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Thanks. I went back and looked and see that we received a 1098-T in 2020 for the balance of the costs I was looking to deduct and was not included in last year'...
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Yeah, that is the problem. If I add up both year's expenses, they total ~$50K which is the amount I pulled as a lump sum from the 529. Is 1099-Q is only for the...
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I like the idea of not entering the 1099-Q but doesn't the university send the 1099-Q to the IRS and wont they see I did not include it? Thx.
Activity Feed for dafulcrum
- Posted Re: 529 Plan Withdrawal on Get your taxes done using TurboTax. April 6, 2022 4:42 PM
- Posted Re: 529 Plan Withdrawal on Get your taxes done using TurboTax. April 6, 2022 4:18 PM
- Posted Re: 529 Plan Withdrawal on Get your taxes done using TurboTax. April 6, 2022 2:31 PM
- Posted Re: 529 Plan Withdrawal on Get your taxes done using TurboTax. April 6, 2022 11:25 AM
- Posted Re: 529 Plan Withdrawal on Get your taxes done using TurboTax. April 6, 2022 11:07 AM
- Posted 529 Plan Withdrawal on Get your taxes done using TurboTax. April 6, 2022 10:26 AM