PSUNOVA
Returning Member

Education

Saw this thread and I'm not certain the original problem was addressed. I ran into the same issue and after a lot of troubleshooting (and help from TT customer service) found out that the 1099-Q must be fully entered before the 1098-T.  There's no logical reason why, but fixing the order of entry worked for me.

 

Here are two threads on the issue:

 

Why 1099-Q form increased my tax?

 

Tip when entering 1098-T with a corresponding 1099-Q