Hal_Al
Level 15

Education

You answered something wrong in the interview.  There is a direct question for a transfer situation.

 

Alternatively, just don't enter the 1099-Q, in TurboTax.  

On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution." 

 

When none of the distribution is taxable, TurboTax will enter nothing about the 1099-Q on the actual tax forms. But, it will prepare a 1099-Q worksheet for your records. The worksheet is not sent to the IRS.