Hal_Al
Level 15

Education

As previously stated, above, there is no IRS form that the numbers on the 1099-Q are entered on to.  You enter the 1099-Q and your expenses and TurboTax (TT) calculates the taxable amount.  It's complicated.  If you know none of the 1099-Q is taxable, just don't enter it. 

 

If you are claiming a tuition credit, TT will calculate that on form 8863.

 

Q. How do I add this information?

A. In TurboTax (TT), enter at:

Federal Taxes Tab (Personal for H&B version)

Deductions & Credits

-Scroll down to:

--Education

  --Education Expenses  (1098-T).  Follow the interview

 

And/Or

 In TurboTax (TT), enter at:

Federal Taxes Tab (Personal for H&B version)

Deductions & Credits

-Scroll down to:

--Education

  --ESA and 529 Qualified Tuition Programs (1099-Q).  Follow the interview