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So, you don't report 1099-Q if all was used for education expenses?
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So, If I'm understand correctly, as long as the education expenses are more than the distributions, then there is no need to report the 1099-Q on the 1040?
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TP claims his daughter. 1099-Q has the daughters SS# on it as the recipient. Who claims it on their taxes? The TP or the daughter?
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Taxpayer got married in March 2023. TP and his daughter were on the Marketplace insurance. His new wife had her own insurance through her work.Pro series is cal...
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how do you transfer it to the beneficiary? The company paying it is willing to pay it to the beneficiary.
