Is 1099-Q filled by turbotax included in e-file submission?

[cheer25]

In my 2022 tax return, I did not fill in my beneficiary's other education expenses(room, board, books,...) such that my tax went up after entering Form 1099-Q's numbers even though my 529 distributions were 100% used in the beneficiary's higher education expenses. Now I updated the number and plan to amend it from my 2022 turbotax desktop version.  The total distribution number is equal to the total expense on the updated tax return.   

At the end of the amendment process, it asked me "Explanation of Changes".  Should I let the IRS know where my 1099-Q was updated? 

Form1099-Q created by turbotax had wrong input on 2c. It was "0" for "high education expenses applied", and now the number in 2c is the same as the one on line 1 "total distribution".  

I am not quite sure if the filled 1099-Q will be submitted via e-file?  What would be the better "Explanation of Changes" for my amendment?  Any suggestions? Or is it better to submit it via mail? 

[KrisD15]

If you are saying that the original 2022 tax year return showed taxable income in relation to a 529 distribution which was used for educational expenses, no, you do not need to include a copy of your Form 1099-Q. The IRS already has their copy.

Yes, you would indicate for the reason you are amending something like "Taxed 1099-Q was used for education expenses, Room and Board" so the IRS will understand why you amended the return and that the expenses you are now claiming are not expenses you used towards a credit. 

The TurboTax program can only use what you enter, so if the room and board expense was not entered, the program would not have applied those expenses to the distribution. 

You should be able to E-file the amended return. You should not need to mail it, however if the E-file does not go through, mailing would be the next alternative.