TomK2023
Employee Tax Expert

Get your taxes done using TurboTax

You can try the following instructions to resolve your problem associated with your 1099-Q.

 

You need to delete the Oregon "Arts Tax" worksheet that the software erroneously created.  When you enter a 1099-Q (Education Distribution), the program's Oregon state module sometimes looks for the Portland Arts Tax.

 

Delete forms Online:

  1. Open or continue your return.
  2. Click on Tax Tools, then Tools (left-hand bottom)
  3. Click on Delete a Form.
  4. Delete anything related to Portland Arts or Oregon Arts Education, and confirm.

 

Note: The IRS does not require you to report a 1099-Q on your return if the distribution is non-taxable (used entirely for qualified education expenses like tuition, books, room & board).

 

If you've already confirmed the money went to school costs, you can simply delete the 1099-Q entry entirely and leave it off the return. 

 

Please let us know if this doesn't work, and we may have other options for you to try.

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