turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

ritinapl
New Member

Where do i put 1099 Q

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies
ModestaL
New Member

Where do i put 1099 Q

Here's how to enter your 1099-Q in TurboTax (if using the mobile app, tap here for alternate instructions)

  • Sign in to TurboTax (if you're not already signed in
  • Click on the Take me to my Return button
  • Select the Federal Taxes tab (on left)  
  • Select the Deductions & Credits tab (on top)
  • Select Education (Show More), and then ESA and 529 qualified tuition programs (Form 1099-Q)
  • You'll answer a few questions.
  • You may see ”qualified tuition program (QTP),” which is another name for a 529 plan. This is the plan associated with 1099-Q.
  • Follow the screens to enter the information from your 1099-Q. If you land on the Form 1099-Q Summary screen: Select Add a 1099-Q to get started. (See image below)

Where do i put 1099 Q

Go to the upper right corner and type into the Search box 1099Q (or other 1099R, 1099G etc.)  and click on the jump to link. 

This will take you right to the section you want to work on. 

OR

Where do I enter a 1099-Q?

Form 1099-Q reports distributions and benefits from Coverdell education savings accounts and 529 plans.

The 1099-Q is reported on the recipient's tax return (the person whose Social Security number is on the form). If the funds went directly to the school, consider the student as the recipient, and if the student is your dependent, you should enter the 1099-Q on your return.

Here's how to enter your 1099-Q in TurboTax (if using the mobile app, tap here for alternate instructions:(

  1. Open your return, if it's not already open.
    (To do this, sign in to TurboTax and select the Take me to my returnbutton.)
  2. Search for "1099q" or "1099-q" (upper or case "Q" is okay) and then select the "Jump to" link in the search results.
  3. Follow the onscreen instructions to report the 1099-Q.If you land on the Form 1099-Q Summary screen: Select Add a 1099-Q.If using Free Edition: Follow the prompts to upgrade to Deluxe after you've entered your 1099-Q.

TurboTax Deluxe 2017

 

From <https://ttlc.intuit.com/questions/4260483-how-can-i-go-back-and-enter-a-1099-i-forgot-before-i-file?...>

 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question