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Greta
Level 7
May 10, 2026
Solved

Do not need to enter 1099Q in tax return?

  • May 10, 2026
  • 2 replies
  • 18 views

"IRS Publication 970, Tax Benefits for Education states: If the entire 1099-Q went to qualified expenses, room and board, tuition, etc then you do not need to enter the form." 

 

 

    Best answer by IRonMaN

    That is correct

    2 replies

    IRonMaN
    IRonMaNAnswer
    Level 15
    May 11, 2026

    That is correct

    Slava Ukraini!
      dascpa
      dascpa
      Level 11
      May 12, 2026

      I will disagree (a first) with IronMan. Even though the Publicatyion says no - if the 1099Q shows distributions in excess of "Adjusted Qualified Education Expenses" the the a portion of the earnings of the 529 distribution may be taxable. Therefore I always enter the data so I have a filled out Part VIII of the Student Informaton Worksheet (which is duplicated on the 1099-Q Worksheet on Page 3.

       

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