DawnC
Employee Tax Expert

Education

Whoever's return you entered the 1099-Q on if using Hal_Al workaround option above.   When you enter those amounts, TurboTax will put the amount on Line 8z of Schedule 1 automatically.    To manually report income on Line 8z, 

  1. With your return open, go to Federal then Wages & Income.
  2. Open the Less Common Income section and select Start or Revisit next to Miscellaneous Income, 1099-A, 1099-C.
  3. On the next screen, select Start or Revisit the very last entry, Other reportable income.
  4. Answer Yes on the Any Other Taxable Income? screen.
  5. On the next screen, enter a description (for example, NQEE) and then enter the total USD amount.
  6. Select Continue, then Done.

[Edited 03/06/24 | 9:02 AM PST]

 

 

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