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Education
- When you entered the 1099-Q in Federal, you should have entered the distribution, interest, and basis. Go back and double check that you did.
- Next, check in the PA return. As you go through, you will see a screen with an education summary. Check that it is accurate.
- The next screen allows you to enter qualified distributions, fill it in.
- Then you will see you have no taxable distribution, if that is the case.
Screenshots of PA below:
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‎December 30, 2021
3:52 PM