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Retirement tax questions
This should be entered in your personal return, not your corporate or partnership return.
In TurboTax when you enter your Roth 1099R, line 7 should be "J". You should also check the box for IRA. At the summary (see screenshot), click continue and you will be asked more questions. You will get to a page about exceptions to the penalty (see screenshot). This is where you can enter the educational expenses.
‎June 1, 2019
11:49 AM