Question

1099 Q and 1098 T

Forum|Forum|1 year ago
March 26, 2025
1 reply
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Hello,

My son received 1099 q and 1098 T on his name and SSN, he is a dependent and has no income and no scholarship. We are not eligible for any education credits. All distributions are qualified. Should my son file return just so it is indicated as all qualified expense and non taxable to IRS?

Ask the Experts - Education - Mar 2025

M

MinhT1

If you are sure that the 1099-Q distributions are justified by education expenses, then your son is not required to report the 1099-Q. As he has no oher income, he is not required to file a tax return.

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S

sanvanthc1Author

Thanks for the reply. Incase if we just enter details of 1099 q and 1098 T and file return with no income, is it wrong to do that or not allowed? I mean so we inform that it is qualified.

DawnC

Employee

it is not necessary to file the return as it will have no income and no tax due. You should keep detailed records in the very unlikely case of an inquiry. See 1099-Q Guide.

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