Education

wk36 · ‎March 22, 2023

Alternative 1

Go to Forms
Open up Student Information Worksheet (found under Dependent Worksheet)
Go to Part VIII Line 2h - first column
Enter amount that is on Line 2h in the second column
Problem should now be fixed and the 1099-Q distribution should not be taxed

Alternative 2

Go to Forms
Delete the Form 1099-Q Worksheet (Form 1099-Q Summary will still be there)
Problem should now be fixed and the 1099-Q distribution should not be taxed

Alternative 3

Do not report the 1099-Q in Turbo Tax. It is not required and is just an informational form. Form 1098-T is also just informational. (1099-Q distribution only needs to be reported if it is not for qualified tuition expenses.)