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Question

I have a 1099-Q form. I only claim qualified expense (tuition and fees) but when I report the 1099-Q it got taxed. 1 why ? and can I choose to not report the 1099-Q?

Forum|Forum|1 year ago
March 30, 2025
1 reply
0 views

100% of my 1099-Q went for tuition and fees of the beneficiary my son but the refund from the 529 was sent to me the owner and dad. Do I still need to report it ? why is it taxed?

If your son is the beneficiary of the 529 plan and you have proof that the distribution is used for tuition and fees, you can just not report the form 1099-Q on your tax return.

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

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