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Retirement tax questions
Thanks. We incurred $16,596 in expenses for tuition and r&b (confirmed by the school's 1098-T), another $964 in required books and supplies, and $787 for a required laptop, for a total of $18,347. The distribution from the 529 account (confirmed by the 1099-Q) was $17,915. That's less than the total expenses. So I can delete the 1099-Q on Turbotax?
ā€ˇFebruary 12, 2021
9:09 PM