• Yes, you definitely need a lot more info.

I know the search here is awful, but I have posted in the past a lot on this topic.  And for all the bashing I do on Intuit, they handle this quite well.  You just need to coordinate the 1099Q with the 1098T and the corresponding expenses.  Remember, not all Q expenses qualify for the T.  And yes, you can figure this in the program even if you are not doing the taxes of all parties involved but you do need a full picture as to who is doing what.

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