ak3500
New Member

How do I document an education exception for an early Roth distribution?

I've added a 1099-R for a ROTH IRA early distribution that was used to pay for our daughter's college bill.  We have a 1098-T from her school that shows tuition payments net of any scholarships that is higher than the IRA distribution. I'm using TurbuTax Business version, and I cannot seem to get the program to determine that the early distribution is non-taxable because of the exception for educational expenses.  Help!