Do I report 1099 Q forms if I am not beneficiary and funds are not being used, just rolled over to another education fund?

warminc787 — Sat, 01 Jun 2019 20:06:46 GMT

Since the IRS received a copy of the form, you should rep...

DawnC0 — Sat, 01 Jun 2019 20:06:47 GMT

Since the IRS received a copy of the form, you should report it and show the IRS that the amount is nontaxable. The rollover should be indicated and also that you are not the beneficiary. She the link below to see where to enter it.

What is IRS Form 1099-Q? Where do I enter a 1099-Q?

topic Do I report 1099 Q forms if I am not beneficiary and funds are not being used, just rolled over to another education fund? in Retirement tax questions

Do I report 1099 Q forms if I am not beneficiary and funds are not being used, just rolled over to another education fund?

Since the IRS received a copy of the form, you should rep...