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jtdaquila
New Member

We over-withdrew on my son's 529 plan. He is the beneficiary/recipient on the 529 so Turbo tax is directing me to report it on his return. But, I am not sure how to?

 
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We over-withdrew on my son's 529 plan. He is the beneficiary/recipient on the 529 so Turbo tax is directing me to report it on his return. But, I am not sure how to?

1099-Q data entry is as follows:

1.      Federal Taxes

2.      Wages & Income, Jump to Full List

3.      Scroll down to Less Common Income

4.      Select Miscellaneous Income, 1099-A, 1099-C

5.       Select Coverdell ESA and 529 qualified tuition programs (Form 1099-Q)


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We over-withdrew on my son's 529 plan. He is the beneficiary/recipient on the 529 so Turbo tax is directing me to report it on his return. But, I am not sure how to?

1099-Q data entry is as follows:

1.      Federal Taxes

2.      Wages & Income, Jump to Full List

3.      Scroll down to Less Common Income

4.      Select Miscellaneous Income, 1099-A, 1099-C

5.       Select Coverdell ESA and 529 qualified tuition programs (Form 1099-Q)


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