jlee3
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TT does not even mention 1098Q does not need to be reported if expense is <= to qualified expense. It asks to enter 1098Q w/out providing ways to enter qualifie...
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Thanks for your response. My subject line may have been misleading but question I asked was that how to correct the owner of 1099-B as Turbo Tax is not asking w...
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I was able to import, but Turbo Tax 2025 does not ask if it is mine or Spouse' 1099B. I tried to correct it through Edit, but there's no option to change it eit...
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I'm in a similar situation.I had 2018 Excess 401K Deferrals of $845 (original contribution) and I reported this under "other earned income" per TurboTax 2018 in...
Activity Feed for jlee3
- Posted Re: My son is nondependent who files own income tax. We withdrew 529 funds and used for his education. On which tax return does the 1099-Q and 1098-T go on? His or mine? on Education. a week ago
- Posted Re: Importing Spouse's 1099-B. on Get your taxes done using TurboTax. March 14, 2026 4:59 PM
- Cheered Re: How do I change the ownership of a 1099B account (stock sales) to be joint. Myself and spouse? for DaveF1006. March 14, 2026 12:01 AM
- Posted Re: How do I change the ownership of a 1099B account (stock sales) to be joint. Myself and spouse? on Investors & landlords. March 8, 2026 11:10 PM
- Posted Importing Spouse's 1099-B. on Get your taxes done using TurboTax. March 8, 2026 10:15 PM
- Posted Re: Received 2019 1099R Code P -- Declared excess on 2018 return on Retirement tax questions. February 29, 2020 5:51 PM