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Retirement tax questions
You can type 1099-QA into the search and get a "Jump to 1099-QA" link
or
Go under the "Other Tax Situations" section
Scroll down and select Miscellaneous tax forms
Select the last option "Additional taxes and repayments"
Answer "Yes" to "Any Other Taxes?"
Continue through the interview screens
The fourth screen is titled "ABLE account distribution included in income"
Continue the interview
NOTE- You will only be required to enter the amount of a distribution that was used for something other than support of a disabled person.
Distributions used as support are not taxable and not reported on your tax return.
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‎February 13, 2024
4:58 PM