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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1 Best answer
MargaretL
Expert Alumni
Jun 3, 2019 1:55:42 PM
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.
1 Replies
MargaretL
Expert Alumni
Jun 3, 2019 1:55:42 PM
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.