r/tax•
Silvern7552

1099-R and 1098-T question

Unsolved

Hello,

I got a 1099-R form from a retirement trust from my last job. There isn't very much in it (1-3k) and I haven't withdrawn anything from it. Do I need to include it in my tax returns. I use a free tax site and there is a section for it, but I do not know if it is necessary without me withdrawing anything from it.

My other question has to do with a 1098-T, I went to community college to get some a tech degree for something for part of last year. I have a bachelors and went to a 4 year college years ago and remember the person who was doing my taxes awhile back when I had a more complicated years say that they had done some stuff with schooling that didn't work anymore so they couldn't anymore. Should I put that in my taxes or is it probably not worth it because it has already been used.

As you might tell I do not know a lot about taxes so sorry if these are simple questions.

Posted Mar 8, 2026, 5:53 PM UTC

18
Loading comments…