Education

@SusanY1 

My QTP distribution was not used for Qualified expenses and was not used to pay Student loans (and no other exception applies).  As such, further IRS guidance on 1099 Q will have no impact on my return. Nevertheless, the taxable gain from my distribution was rather small and a significant refund is being delayed due to the inability to file this return through Turbo Tax.  This is extremely frustrating.  I am having difficulty understanding why Turbo Tax will not allow filing of the return.  I am wondering if the return can be filed with other tax software and this is just a Turbo Tax issue.