AmyC
Employee Tax Expert

Get your taxes done using TurboTax

Forms mode - let's fix this. Follow these steps:

  1. Open to forms mode
  2. Locate the student information worksheet
  3. Part VI, the blue box - automated entry
  4. override the blue box  -windows, right click, select override
  5. enter zero
  6. go back to step by step and go through everything in the education section
  7. the program is forced to release the $10,000 
  8. by the time you finished going through the entire section, the zero should be established and hopefully the correct screen showed to correct it in the step by step mode.
  9. switch back to Forms mode and cancel the override - right click again, select cancel override.
  10. Hopefully, a zero is there now so you can file your return.

The 1099-Q does have another update coming soon and I wonder if you need that update.

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