KrisD15
Employee Tax Expert

Retirement tax questions

Only if the distribution was used for something other than the special needs beneficiary does the 1099-QA need to be reported. 

 

If all or part of the distribution was used for unqualifying purposes, enter only that unqualifying portion in TurboTax. 

 

Enter only the taxable portion under

Other Tax Situations 

Additional taxes and repayments

 

OR 

Search    1099-qa    and select the   "Jump to 1099-qa"   link 

 

HERE is more information about an ABLE account 

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