MindyB
Employee Tax Expert

Retirement tax questions

You aren't required to report the 1099-Q in your tax return, if the entire distribution was used for qualified expenses. 

 

However, this section is now available. If you still get the same message, and you are using TurboTax Desktop, please log into your program and select Online, Check for updates in the top menu.

 

If you are using TurboTax Online, please log out of the program, clear you cache, and then log back in.  This should allow you to proceed with transmitting your return.