Level 15
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Education

Correct, there is no place on the 1099Q for the plan to designate what is qualified vs non qualified. The taxpayer has to do that, on his tax return.  The TurboTax (TT) interview handles this, for you.  TT completes part II of form 5329 to claim the exception to the 10% penalty.  TT also completes a worksheet for your records.

 

Reference: https://www.irs.gov/pub/irs-dft/i5329--dft.pdf