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1099-Q Recipient who do I place on the "Select the recipient" on 1099-Q question in Turbo Tax if Box 6 is selected? My son was the actual person who received the money.

My Spouses name was on the 1099-Q
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MargaretL
Expert Alumni

1099-Q Recipient who do I place on the "Select the recipient" on 1099-Q question in Turbo Tax if Box 6 is selected? My son was the actual person who received the money.

The recipient for 1099-Q purposes depends where the funds were sent. If money went directly to school, the student (your son) is the recipient.  Otherwise, the owner (your spouse) is the recipient. 

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1 Reply
MargaretL
Expert Alumni

1099-Q Recipient who do I place on the "Select the recipient" on 1099-Q question in Turbo Tax if Box 6 is selected? My son was the actual person who received the money.

The recipient for 1099-Q purposes depends where the funds were sent. If money went directly to school, the student (your son) is the recipient.  Otherwise, the owner (your spouse) is the recipient. 

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