KrisD
Intuit Alumni

Retirement tax questions

Form 1098-T is issued by the school to the student and reports the amount the school received on the students account. 

Form 1099-Q is issued by a financial institution to report distributions from an education savings account.

Both can affect the availability of an education credit as well as a taxpayer's tax liability for the year. 

You can enter each in the search box to get to that section of the software.

Search   1098T   Click   Jump to 1098-T

Search   1099Q   Click    Jump to 1099-Q

or you can go to 

Federal

Deductions and Credits

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