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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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February 15, 2021
10:44 AM