SusanY1
Expert Alumni

Education

You can remove the 1099-Q from your tax return and save it in your records when it is used 100% for qualifying expenses.  

You can also leave it in, and enter your expenses in TurboTax but this is typically not required unless you need to show a portion of it as not used for such expense. 

The IRS does not require that the information on the form be entered on your tax return at all if none of the distribution is taxable.  Keep the form and your receipts together in an easily accessible place for at least three years, in the unlikely event that the IRS asks for the information.  

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