@Hal_Al
On another thread, I received the answer linked and copied below (scroll down), and I am trying my best to follow the steps but it isn't working. I cannot figure out the proper sequence of clicks, button presses, whatever, to find the screens I am supposed to enter the numbers in. This is what I'm doing. Tell me what I'm doing wrong please : (
This is what I'm doing to follow the instructions in the bolded paragraph:
Federal Taxes -> Deductions and Credits->Education section->I hit the "update" button next to "ESA and 529 qualified tuition programs (Form 1099-Q)->NO to were you the beneficiary of a ESA, YES Did you receive a 1099-Q->continue button->Someone else not listed here I put a dot in that->continue button->My son's name is on this screen, I select it->continue button->
Then I get a screen that says "You don't need to enter this 1099-Q info" with two choices- skip or add education expenses. I press the "Add education expenses" button as skip doesn't help me.
Now I reach an Education Expenses Summary Screen with my kid's name. On this screen I can "edit," "delete," "add a student," or "continue." The only option that does anything is "Edit" so I press it.
Now I'm at an Education Summary Screen with 4 things- his school listed with an "edit" button which is the 1098-T entry screen I already did following previous instructions in the answer linked below, an "Other Education Expenses" with an edit button, and a "Scholarships and Grants" with $7256 listed next to it with an edit button per steps I followed in the answer linked below.
No matter which buttons I press on these screens, there's no place I can see where I enter the $23,827 tuition or the $3205 tax-free assistance on simple screen as described.
Would it be possible to get the step by button presses to be able to follow the steps below so that I can find the place where the $23,827 tuition and $3205 tax free assistance numbers can be entered. Thanks!!
****LINK AND EXERPT BELOW FROM ANSWER I'M TRYING TO FOLLOW****
https://ttlc.intuit.com/community/college-education/discussion/is-my-logic-correct-kid-in-college-52...
Enter his 1099-Q. When asked who the student is answer: someone else not listed here (lying to TurboTax to get it to do what you want does not constitute lying to the IRS). Enter the student's name when asked. A few screens later, you'll get one simple screen to enter expenses. Press Done at the 1099-Q summary screen, to get there. Enter the amount of tuition as $23,827. Enter $3205 as the amount of tax-free assistance*. The last entry makes $3205 of the distribution unqualified but also applies the scholarship exception to the penalty.
