KrisD15
Expert Alumni

Retirement tax questions

Yes, sounds that way. If you first reported the amount form the 1099-Q in the education section WITHOUT the 1099-Q and then entered the 1099-Q, the program would double it. 

 

If you reported the distribution correctly in the Education Section without using the 1099Q, you may delete the 1099-Q 

The 1099-Q is a reporting tax form, but is not attached to a tax return, so it doesn't need to be entered on the 1099-Q screen as long as the program has the numbers to do the calculations. 

OR

You can enter the 1099-Q and then go back through the education interview to adjust the answers and amounts you previously reported. If you choose to do this, PLEASE MAKE SURE you go through the ENTIRE interview and finish with the "Maximize My Tax Break" screen. 

 

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