SusanY1
Expert Alumni

Education

I don't believe you are missing anything.  It doesn't appear that you need to include the data from your 1099Q. 

 

 It does sort of go against our nature, most of us, not to type in the data from this official-looking form! 

 

This isn't a form that is going to generate a letter in the fall asking why it wasn't on a tax return - the IRS wouldn't have any idea who to send that letter to! They are trusting us to self-report taxable distributions.  There are so many moving parts on these that it is impossible for the IRS to properly track them the way that the can a W-2 or many of the other forms of 1099s. Anyone can be the owner, anyone can be the beneficiary, there are so many different expenses that qualify, etc.

 

@Stahlwittchen

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