Client received a 1099Q for ...

[mcd1231]

Good morning:

My client received a 1099Q for a distribution for his Granddaughter's (the beneficiary) from a state 529 plan he contributed to.  The Gross distribution was $17,000,earnings $6,132 and basis $10,867.

I input this information on the 1099Q worksheet.  I checked the box beneficiary was some else and checked my client (taxpayer) was the recipient.  Also on this worksheet I double clicked the line which said "If the designated beneficiary is someone else, double click to link this 1099Q to the applicable Qualified education exp worksheet". Do I have to find out next what her expenses were in order for the $6,132 not to be taxable to my client? 

Thank you in advance for your help.   

[Just-Lisa-Now-]

You should find a link to the Other Student Expenses worksheet at the bottom of the 1099Q worksheet, you can enter the granddaughters info and school expenses there.

[Terry53029]

Yes, you also need to put her name and SS on the education expense worksheet