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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:
- Login to your account at TurboTax.com.
- Click on the Search Tool (magnifying glass) in the upper right of TurboTax.
- Enter the search term 1099Q.
- Click on the Jump to link that appears.
- On the Form 1099-Q Summary screen, click Delete beside the form.
- Click Done at the bottom of the screen.
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ā€ˇFebruary 4, 2020
2:03 PM