1099-Q Data

Turbotax 2025 does not handle the entry of 1099-Q data properly. Funds that are used for approved educational expenses in accordance with the 529 program should not show up as taxable income on Form 1040, line 8; yet they do!

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Cam you clarify your situation? Is the beneficiary of the 529 Plan you (or your spouse), a dependent on your tax return, or a non-dependent?

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Desktop version: I've entered dividend and interest data for a brokerage account, but I can't get to the selection to enter stock sales data. Where is it?

in Investors & landlords

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1099-Q Data

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