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Retirement tax questions
Yes, you must enter the information from the 1099-Q and the qualified education expenses into TurboTax.
Since we guarantee the maximum refund or minimum tax liability, the program requires you to enter both the 1099-Q and the qualified education expenses. Unless you enter the information into TurboTax, the program can't make the necessary calculations to know that you used it for qualifying education expenses greater than or equal to the distribution.
‎June 6, 2019
3:41 AM