ToddL
New Member

Retirement tax questions

I'm sticking with my instructions, which are also in the 1099-Q interview screens towards the end.

Not sure which "other Turbo Tax experts have indicated it is not necessary to include this information". When you complete the interview and confirm that the "qualified expenses" exceed the 529 distribution, it will be shown on a Education Expenses Worksheet. That worksheet is not filed with your return, but kept with your records.  Unless the amount distributed from the 529 exceeded the amount of qualified expenses (broader definition for 529 than AOC or LLC), it just doesn't appear as taxable income on your return.