KrisD15
Expert Alumni

Retirement tax questions

Can you please tell us what the distribution was used for? 

IRS publications do state that if the distribution was used for education expenses, or if the account was properly rolled over, you should not report the 1099-Q, you should not enter it into the program. 

 

It is true that the Education Section in TurboTax, specifically the 1099-Q section, has changed since last season. If the distribution is not taxable, the program seems to not want it entered. 

 

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