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I follow you. Yes, the 1099-Q in question does show a parent's name and SS number. I'm having the student take the American Opportunity Tax Credit, so I was pla...
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You do realize that this is the child's tax return I'm talking about, right? Not the parents' return. (And right, she is not being claimed as a dependent by the...
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Hi, Kallana. That's a brilliant if laborious workaround. It's ridiculous that we have to do that to address this scenario, but that can be a topic for software ...
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I have a return for whom I'm entering 1099-Q's. The taxpayer is the student whom parents' 529 distributions, reflected in the 1099-Q's, are benefiting. (She is ...
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My goodness, it's there plain as day. I think I never had my screen scrolled up enough to see that hyperlink at the top right. Thank you.