Just-Lisa-Now-
Level 15
Level 15

At the top of the 1099Q worksheet, theres a button on line D for it the beneficiary is "someone else" then lower down is a button for Other Student Qualified Expenses...thats how Ive done these in the past.

FWIW Ive seen other tax pros mention that the 1099Q isnt even cross matched anywhere and as long as it was used for educational expenses, dont even worry about it, I cannot confirm or deny this is true.


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