sandy613
Returning Member

Deductions & credits

It is a known glitch within Turbotax.  The Turbotax community was unable to solve the issue for me.   I contacted a CPA which only bolstered my awareness of the glitch but it did not really resolve the issue.  Ultimately, I wrote to the Intuit CEO and I finally received the support I needed to fix this years taxes and my last 2 years of taxes.  It was a shame that I needed to elevate the issue to that level but it was the only way to fix the issue.

 

Having said that, I think the pragmatic fix is to remove both the 1099Q and the 1098T.  If you re-enter the 1098T first followed by the 1099Q the issue does not seem to happen.  I too originally entered the 1099Q first because I received that form first and for all of the other forms it does not matter the order in which they were entered.  I was assured that Turbotax was going to work to resolve this issue but not in time for this tax season.  I encouraged them to email customers regarding this issue and to explain the work around but they evidently did not take my advise.