Still broken!

[thatrobert]

I've tried several times to delete and re-enter 1099-Q.  I do NOT have a Portland ARTS form.  I've already paid for state e-filing, otherwise I would just go ahead and paper file.  Why did I pay for this if it doesn't work??

[TomK2023]

You can try the following instructions to resolve your problem associated with your 1099-Q.

You need to delete the Oregon "Arts Tax" worksheet that the software erroneously created.  When you enter a 1099-Q (Education Distribution), the program's Oregon state module sometimes looks for the Portland Arts Tax.

Delete forms Online:

1. Open or continue your return.
2. Click on Tax Tools, then Tools (left-hand bottom)
3. Click on Delete a Form.
4. Delete anything related to Portland Arts or Oregon Arts Education, and confirm.

Note: The IRS does not require you to report a 1099-Q on your return if the distribution is non-taxable (used entirely for qualified education expenses like tuition, books, room & board).

If you've already confirmed the money went to school costs, you can simply delete the 1099-Q entry entirely and leave it off the return. 

Please let us know if this doesn't work, and we may have other options for you to try.

[thatrobert]

That didn't help.  I'm going to have to redo my taxes in H&R Block.  How do I get a refund?

[DoninGA]

@thatrobert See this for how to request a refund for the TurboTax product - https://ttlc.intuit.com/turbotax-support/en-us/help-article/intuit-refunds/request-refund-turbotax-p...

[thatrobert]

Thank you.

[AnnetteB6]

The latest information we have available regarding the experience you are seeing with Oregon and Form 1099-Q is that TurboTax Online users are good to go.  

But there was a slight delay in the update for TurboTax Desktop users.  Please be sure your software is updated on Monday, March 9 and try again.  

@thatrobert