SusanY1
Expert Alumni

Retirement tax questions

If you are getting the message that you cannot file because of the tax law change AND if your distribution from a Coverdell ESA or 529 College Savings plan was used only for qualifying education expenses, you are not affected by this change and you can remove Form 1099-Q from TurboTax and file your tax return. 

 

The IRS does not require the form to be included on a tax return unless there are taxable distributions. 

 

To remove the form:

  1. Login to your account at TurboTax.com.
  2. Click on the Search Tool (magnifying glass) in the upper right of TurboTax.
  3. Enter the search term 1099Q.
  4. Click on the Jump to link that appears.
  5. On the Form 1099-Q Summary screen, click Delete beside the form.  
  6. Click Done at the bottom of the screen.
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