DawnC
Expert Alumni

Retirement tax questions

You have to enter your educational expenses from your 1098-T after you enter the 1099-Q to ensure TurboTax captures the expenses properly.  If you entered the 1098-T before the 1099-Q, delete the 1098-T and then re-enter it and TurboTax should pick up the expenses and offset the distribution and not tax the earnings.  

 

 

 

 

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