I used a 529 Plan withdrawal to pay for my child's private school tuition at a school outside the US. How do I properly record this in Turbotax?

Forum|Forum|5 years ago
April 1, 2021
1 reply
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There is no 1098-T in this circumstance.

TurboTax Premier Online

ReneeM7122

To report the distribution of a 529 to pay for your child's private school tuition at a school outside the US, you should enter the information as though you had received a 1099-Q.

Here's a TurboTax article that explains the form, and here are instructions about how to enter the information.

Here's a TurboTax article about 529 plans.

mfriedmaAuthor

Hi. I have a 1099-Q - that got issues by the 529 Plan administrator when I made the withdrawal.

But how do I make it clear that I spent the money on private school education? I have no 1098-T.

Hal_Al

Employee

If the amount was less than $10,000 and it was all spent on tuition, just don't enter the 1099-Q in TurboTax.

When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records

On form 1099-Q, instructions to the recipient reads: "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."