AmyC
Expert Alumni

Get your taxes done using TurboTax

I am using Premier. I added a 109-Q as a trustee to trustee. I did these steps:

  1. Continue the PA return, 
  2. Qualified Education Distributions showing the amount and stating that PA law differs from federal.
  3. Continue
  4. Tell us about your distributions shows 0 so I change it to match the distribution
  5. I tried various numbers and found entries did not matter, so I left zeroes the rest of the way.
  6. The important part is the worksheet below that section.
  7. Since you are using premier, right click (for a MAC, command click) on the boxes f and g and enter the taxable amount.
  8. The tax bill goes up and you are done.

 

 

 

 

 

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