Re: TurboTax does not wipe out old recipient name ...
Expert Alumni

Education

Yes, it is best to associate Form 1099-Q with the correct student. I appreciate you letting us know your unexpected experience.

 

To assure that you have a "new" Form 1099-Q in your case, I recommend deleting Form 1099-Q and re-entering Form 1099-Q for your current student by following these steps:

  • From the left menu, select Tax Tools
  • Tools
  • Delete a Form 
  • Scroll to Form 1099-Q for your oldest son and click delete. Confirm the deletion.

For more details:

How do I enter Form 1099-Q?

Guide to IRS Form 1099-Q: Payments from Qualified Education Programs - TurboTax Tax Tips & Videos

@taxedquestions

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