MarilynG
Expert Alumni

Retirement tax questions

If you received a 1099-Q for your distribution from your 529 education account, type '1099q' in the Search window, and then 'Jump to 1099q' to get to the entry point.

If you received a 1099-R for your distributrion, you can also Search for this entry area in the same manner.

Click the link for some info on the 1099-Q you may find helpful.

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