1099Q box 6 error

[fox44448888]

In the topic of 529/1099Q, there appears to be an error on box 6 related to the recipient being the designated beneficiary. 

The Step-by-step wording of 1099Q, box 6 is, "Is the recipient of the distribution the designated beneficiary?"

In the actual form1099Q, box 6, it is worded as, "Check if the recipient is NOT the designated beneficiary." 

If I select YES on the Step-by-step question, then in the form the box is CHECKED.  If I select NO on the step-by-step, then in the form the box is UNCHECKED.  

TurboTax is erroneously checking the box in the form opposite to what was indicated in the step-by-step.  I believe the confusion is due to the question in the step-by-step view having the opposite meaning of the question in form view (i.e., one has the word "NOT" and the other doesn't). 

I just checked for updates, and I'm up-to-date! I need to know the proper way to resolve this.  

[AmyC · Accepted solution]

If the parent is the recipient, box 6 should be checked. If the student is the recipient, box 6 should not be checked. The wording is awkward and you are smart to look at what the program is doing. You want your forms going to the IRS to be correct regardless of the program. Answer whichever way makes the form correct.

I recommend you let the developers know. Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon. 

If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab.

[fox44448888]

I will make sure the correct box is checked in the form! I will also look for the option to provide feedback! Thank you for the quick response!