Skip to main content
Level 13
April 10, 2025
Question

Does a 1098-Q form for a QLAC need to be entered?

  • April 10, 2025
  • 2 replies
  • 63 views
Does a 1098-Q form for a QLAC need to be entered?

    2 replies

    Alumni - Intuit
    April 10, 2025

    No, IRS Form 1098-Q is an information return, which does not need to be included in your income tax return for tax purposes.

    **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
    Hal_Al
    Level 15
    Level 15
    April 10, 2025

    A 1099-R is usually issued for a QLAC distribution, not a 1099-Q. Yes, a 1099-R usually must be reported/entered. 

     

    The 1099-Q is used to report distributions from an educational savings account.