topic How do I document an education exception for an early Roth distribution? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/how-do-i-document-an-education-exception-for-an-early-roth-distribution/01/224741#M19318 <P>I've added a 1099-R for a ROTH IRA early distribution that was used to pay for our daughter's college bill.&nbsp; We have a 1098-T from her school that shows tuition payments net of any scholarships that is higher than the IRA distribution. I'm using TurbuTax Business version, and I cannot seem to get the program to determine that the early distribution is non-taxable because of the exception for educational expenses.&nbsp; Help!</P> Sat, 01 Jun 2019 18:49:38 GMT ak3500 2019-06-01T18:49:38Z How do I document an education exception for an early Roth distribution? https://ttlc.intuit.com/community/retirement/discussion/how-do-i-document-an-education-exception-for-an-early-roth-distribution/01/224741#M19318 <P>I've added a 1099-R for a ROTH IRA early distribution that was used to pay for our daughter's college bill.&nbsp; We have a 1098-T from her school that shows tuition payments net of any scholarships that is higher than the IRA distribution. I'm using TurbuTax Business version, and I cannot seem to get the program to determine that the early distribution is non-taxable because of the exception for educational expenses.&nbsp; Help!</P> Sat, 01 Jun 2019 18:49:38 GMT https://ttlc.intuit.com/community/retirement/discussion/how-do-i-document-an-education-exception-for-an-early-roth-distribution/01/224741#M19318 ak3500 2019-06-01T18:49:38Z This should be entered in your personal return, not your... https://ttlc.intuit.com/community/retirement/discussion/this-should-be-entered-in-your-personal-return-not-your/01/224747#M19319 <P>This should be entered in your personal return, not your corporate or partnership return.</P><P>In TurboTax when you enter your Roth 1099R, line 7 should be "J". You should also check the box for IRA. At the summary (see screenshot), click continue and you will be asked more questions. You will get to a page about exceptions to the penalty (see screenshot). This is where you can enter the educational expenses.</P> Sat, 01 Jun 2019 18:49:40 GMT https://ttlc.intuit.com/community/retirement/discussion/this-should-be-entered-in-your-personal-return-not-your/01/224747#M19319 Cindy0H 2019-06-01T18:49:40Z
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topic How do I document an education exception for an early Roth distribution? in Retirement tax questions
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<P>I've added a 1099-R for a ROTH IRA early distribution that was used to pay for our daughter's college bill.&nbsp; We have a 1098-T from her school that shows tuition payments net of any scholarships that is higher than the IRA distribution. I'm using TurbuTax Business version, and I cannot seem to get the program to determine that the early distribution is non-taxable because of the exception for educational expenses.&nbsp; Help!</P>
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How do I document an education exception for an early Roth distribution?
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https://ttlc.intuit.com/community/retirement/discussion/how-do-i-document-an-education-exception-for-an-early-roth-distribution/01/224741#M19318
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<P>I've added a 1099-R for a ROTH IRA early distribution that was used to pay for our daughter's college bill.&nbsp; We have a 1098-T from her school that shows tuition payments net of any scholarships that is higher than the IRA distribution. I'm using TurbuTax Business version, and I cannot seem to get the program to determine that the early distribution is non-taxable because of the exception for educational expenses.&nbsp; Help!</P>
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This should be entered in your personal return, not your...
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https://ttlc.intuit.com/community/retirement/discussion/this-should-be-entered-in-your-personal-return-not-your/01/224747#M19319
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<P>This should be entered in your personal return, not your corporate or partnership return.</P><P>In TurboTax when you enter your Roth 1099R, line 7 should be "J". You should also check the box for IRA. At the summary (see screenshot), click continue and you will be asked more questions. You will get to a page about exceptions to the penalty (see screenshot). This is where you can enter the educational expenses.</P>
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