bjjenkins03
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The box was checked on the form that was downloaded. It had to be done manually…..
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I figured it out. When downloading directly from the institution, Turbo Tax automatically put it in the 1099R 40l(k) area so I could not say it was for an IRA t...
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This is for an IRA and that box doesn't exist either since it isn't a Qualified retirement plan.
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Where is the box to check higher education expenses? You have to identify the plan and if you pick qualified retirement plan, the higher education expense box d...
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