Hal_Al
Level 15

Education

If you are the recipient of the 1099-Q, use this workaround (repeated from above):

Enter the 1099-Q first. When you enter the 1098-T, later in the educational section, enter the 1099-Q box 1  amount in both boxes 1 and 5 of the 1098-T.  That should balance everything out. Don't enter any other numbers.  Lying to TurboTax to get it to do what you want does not constitute lying to the IRS.  What you enter is not sent to the IRS.  For easier entry, you should first delete the 1098-T, you previously entered.

 

If the student is the recipient of the 1099-Q, reply back, for an different way.