brcranes
New Member

Education

Currently, when I enter 1099-Q distributions that are LESS than the qualified expenses from a 1098-T, TurboTax still increases the tax owed.  The solution of not reporting the 1099-Q and explaining to the IRS after the fact is poor advice, especially when elsewhere in your Q&A you mention you are required to report it, see question "1099-Q form. Do I need to report it?"  Why doesn't TurboTax just calculate this correctly?