MichaelDC
New Member

Education

You should respond that you received a 1099 Q and whether or not you were the beneficiary. Indicate that no one's education expenses were paid by this distribution.

On the Distribution Transfer screen, indicate Yes that you rolled over or transferred the distribution. On the Rollover screen indicate that the ENTIRE amount of this distribution to another qualified tuition program

Even if the 1099-Q notes a distribution code (1), you will have the opportunity to indicate the indirect rollover and avoid tax. These screens are immediately after you type in the 1099-Q exactly as it appears.

Please feel free to post any additional details or questions in the comment section. 

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