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Retirement tax questions
Since you are claiming your daughter as your dependent, you will include the 1098-T and the 1099-Q on your return.
Hint: In order for TurboTax to correctly calculate all of the education-related expenses and deductions/credits available, you will need to enter the information from the 1099-Q before you enter the 1098-T.
The quickest way to get to the input screen:
- Sign in to your account and click on the orange Take me to my return button (skip this step if you are already in your return)
- Click on Search at the top of the screen
- Input "1099-q" in the search box and hit enter
- The first link available should be Jump to 1099-q - click on this link
- You will be taken to the input area
‎June 6, 2019
4:00 AM