topic Tubo Tax is referencing a Caldwell EDS account, but I have none in State tax filing

Tubo Tax is referencing a Caldwell EDS account, but I have none

wlg36tax — Thu, 12 Mar 2026 21:22:50 GMT

Turbo Tax is referencing that some of my income is from a Caldwell EDS account. I do not have a Caldwell account, and I have never had such an account. The download from Fidelity does nor reference Caldwell EDS account. I can see a place in Turbo Tax where the income was flagged as a Caldwell account. How to I remove this Caldwell EDS information from Turbo Tax and my tax form?

Re: Tubo Tax is referencing a Caldwell EDS account, but I have none

DavidD66 — Fri, 13 Mar 2026 00:42:20 GMT

Are you referring to a Coverdell Education Savings Account (ESA)? It could be because a Form 1099-Q for 529 Plan distributions was included in your download from Fidelity. Distributions from both Coverdell ESA accounts and 529 Plans are reported on Form 1099-Q. If a Form 1099-Q was imported and needs to be deleted, type "1099Q" into Search, hit enter, then click on "Jump to 1099q". Delete all the information in the 1099-Q and then delete the Form 1099-Q.

Re: Tubo Tax is referencing a Caldwell EDS account, but I have none

wlg36tax — Fri, 13 Mar 2026 13:36:24 GMT

Thanks for answering. I do see a 1099Q summary form. The form only contains my name and SS#. There is no other information on the summary form. There are no numbers in the form. At the top of the form it says I can not change the form. I must change any information on the 1099 Q worksheet and it provides a Zoom button to the worksheet. When I push the zoom button, there is no work sheet supporting the summary.

I did check my Fidelity account and there was no 1099Q available to download and I have never had a Coverdell Education Savings Account (ESA) or 529 Account.

Re: Tubo Tax is referencing a Caldwell EDS account, but I have none

wlg36tax — Sun, 15 Mar 2026 22:12:18 GMT

I reread the comments from Turbo Tax. The whole line said capital gains or Caldwell EDS. Not sure why they were lumped into the same category. I then ignored the Caldwell comment and moved forward and filed.