AmyC
Expert Alumni

Education

  1. 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. 
  2. Next, check in the PA return. As you go through, you will see a screen with an education summary. Check that it is accurate.
  3. The next screen allows you to enter qualified distributions, fill it in.
  4. Then you will see you have no taxable distribution, if that is the case.

 

Screenshots of PA below:

 

 

 

 

 

 

 

@art32

 

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