MinhT1
Expert Alumni

Get your taxes done using TurboTax

You are correct.

 

You don't need to enter your 1099-Q if it is used for education expenses including room and board.

 

On form 1099-Q, instructions to the recipient read: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution.

 

You can say No to the question as TurboTax asks that question so that you can enter form 1099-Q. Your answer is not reported to the IRS.

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