MarilynG1
Expert Alumni

Retirement tax questions

@archi-dad  For most qualified education program beneficiaries, the amounts reported on the 1099-Q aren’t reported on a tax return, as long as Qualified Education Expenses exceed the distribution. 

 

Click this link for more info on Form 1099-Q.

 

Check your worksheet Education Expenses and Fees Summary (screenshot).  Use FORMS mode in TurboTax Desktop, or Print/View/Save from Print Center in TurboTax Online. 

 

 

 

 

 

 

 

 

 

 

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