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Level 1
posted Jan 25, 2020 6:18:14 AM

adding multiple 1099q payers

I have multiple 529s & ESAs.  I had 3 kids in college in 2019.  However, I can only find "edit" or "delete" on the TT screen for 1099q payers.  While one of my kids' 529 is on there, I want to add the other two kids' 529 1099q, but I don't know how.

0 3 680
3 Replies
Expert Alumni
Jan 27, 2020 10:30:57 AM

 

In TurboTax online, here are the steps:

 

  • Sign in to your TurboTax account and select Pick up where you left off
  • At the right upper corner, in the search box, type in "1099q" and Enter
  • Select Jump to 1099q
  • Next screen, Form 1099-Q Summary, select Add a 1099-Q, see the image below.
  • Next screen, Who's shown as the Recipient on your 1099-Q, make your selection

Level 1
Jan 27, 2020 5:47:16 PM

Thank you very much for the response!  I greatly appreciate it.

 

I didn't have that option.  However, in researching Pub 970, I realized that I didn't have to report several of my other 1099q's.  When I deleted them, that option came into view.

 

There must be a built in limit to the number of 1099q's you can add.

 

 

Expert Alumni
Jan 28, 2020 2:30:37 PM

You are very welcome!