AmyT
New Member

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

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