1099-Q, where to enter

[Jim-from-Ohio]

I know how to handle it in normal situation but what if client brings me 1099-Q for his daughter but client is divorced and his wife claims the student.. the 1099-Q is in dad's name for the benefit of his non-dependent daughter.. program is including the gains in income and a penalty.. how can you show expenses for college for a student that is not a dependent.. where do i put the expenses.. thank you

[PATAX]

Jim if the entire amount on the 1099q was used for qualified education expenses then I do not think you have to enter it anywhere. If I am wrong someone will come along and correct me.

[IRonMaN]

PA is correct

[Jim-from-Ohio]

very good. .thank you both

[PATAX]

you're welcome

[beanieweenie]

https://accountants.intuit.com/support/en-us/help-article/form-1098/entering-education-expenses-pros...

[taxiowa]

While it is true nothing gets sent with return, it always good to show your work.  This involves contacting parents and student to see how much tuition and room & board was incurred.  Then finding out how much parents used for tuition credit and how much either already offset against savings bonds or their own 1099-Q.  You get to use whats left to offset your earnings.

Entry on top line of Q worksheet is beneficiary is someone else.  Below the distributions from death there is tab for other student worksheet.  Fill this out with amount used by others on line 17.