Retirement tax questions

Please follow thee steps to enter your 1099-R:

1. Login to your TurboTax Account 
2. Click on the Search box on the top and type “1099-R”
3. Click on “Jump to 1099-R”  and enter your 1099-R
4. Click "continue" after all 1099-R are entered and answer all the questions.
5. Continue until "Did you use your IRA to pay for any of these expenses?" screen (this screen won't come up if you only withdrew your contributions) and enter the amount of higher education expenses.

You should be exempt from the 10% tax on early withdrawals if all of the distribution was spend on higher education.

 Please be aware a distribution that is not a qualified distribution will be partially included in gross income if there are earnings in the account.