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

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?

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3 Replies
DavidD66
Employee Tax Expert

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

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.  

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

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.    

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

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.

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