Q. I entered a 1099-Q for a 529 withdrawal. Private k-12 education is a qualified withdrawal up to $10k per year. However, turbo tax is expecting the 1098-T for the education expense side but the private school doesn't issue one.
A. Not exactly. In the education expenses section, you can still enter your tuition paid after telling TT that you did not get a 1098-T. But TT makes you go thru the entire college interview before it disqualifies you for the college tuition credit. It will then automatically apply the tuition to the 1099-Q, you entered earlier (you must enter the 1099-Q before entering tuition paid.
There's a simpler workaround.
Instead of entering the educational expenses in the education expenses section, enter it in the 1099-Q section of TT. The workaround is: when asked who is the student, check "someone not listed here" (Lying to TurboTax to get it to do what you want does not constitute lying to the IRS). On the next screen, enter the real student's name. This will eventually give you one simple screen to enter all expenses. Press Done at the 1099-Q summary screen, to get there.
Go through the entire education expenses interview until you reach a screen titled "Your Education Expenses Summary". Click delete next to the student's name. Then go back to the 1099-Q and edit per the workaround.
