Retirement tax questions
If you are using TurboTax Desktop, in your NJ Interview you should come to this section "New Jersey College Affordability Deductions". This question comes after "Any Medical Expenses" section.
Click YES to the screenshot below and the next page will take you to where to enter the amount of your contribution.
To Enter Form 1099Q follow the instructions below:
TurboTax CD/Download
- Open or continue your return.
- Select Federal Taxes and then Deductions & Credits.
- Select I'll choose what I work on.
- Under Education, select Start or Update next to ESA and 529 qualified tuition programs (Form 1099-Q)
- Follow the screens to enter your info.
TurboTax Online
- Open or continue your return
- Search for 1099-Q and select the Jump to link
- Follow the screens to enter your info
