AmyC
Expert Alumni

Retirement tax questions

If the form is not taxable, it should not be entered. The program assumes you have a tax liability. The IRS clearly states not to enter the form if none of it is taxable, as noted above by @KrisD15 . The IRS does require you to keep the form with your tax records.  

 

Reference:   IRS Publication 970, Tax Benefits for Education 

@sammykud 

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