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onefear
New Member

Where do I enter the information from Form 1099-QA distributions from an able account

The information the AI assistant gives about entering the data from my 1099-QA for distributions from an ABLE Account is inaccurate. Where do I enter this information in (free) Turbotax?
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DawnC
Expert Alumni

Where do I enter the information from Form 1099-QA distributions from an able account

If it is not taxable, you don't need to enter it.    You only enter earnings if you used the distribution for unqualified expenses.   If you are required to enter your 1099-QA - it is entered in the Other Tax Situations section.     

Scroll down to Miscellaneous tax forms, and select Start or Update.     

The last item is Additional taxes and repayments - click Start there.  

Answer YES on Any Other Taxes? screen

Click on Continue on the next screen

Click Continue on the Other Taxes screen and the Capital Loss Carryover screen

You can enter the earnings portion on the next screen.   

 

1099-qa.png

 

 

 

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