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1099-Q Question
I keep reading that if your 529 withdrawal was for a qualified expense (in this case for R&B) then you do not have to enter the 1099-Q on your taxes. When asked how to handle, it just says to leave off. However, the question on Turbo Tax is did you receive a 1099-Q Yes or No. Are you supposed to answer No that you did not receive a 1099-Q in order to leave it off? Seems wrong to say no when I did but don't know how else to handle.
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‎April 7, 2025
7:46 AM