JK84
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I figured it out. TurboTax lists my daughter as a non-dependent - which causes the taxation. I'll post another question about this.
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100% of the withdrawal went toward my daughter's tuition. Her school's 1098-T "payments received" number matches the fund's 1099-Q gross distribution number. Sh...
Activity Feed for JK84
- Posted Entering 1098-T before 1099-Q and I get the American Opportunity credit...Entering the 1099-Q before 1098-T and I'm not Eligible for the credit on Get your taxes done using TurboTax. March 25, 2023 12:11 PM
- Posted Paid daughter's tuition with 529, then saw a mandatory security was included. The 1099-T only shows the tuition payment. Can I deduct? on Get your taxes done using TurboTax. February 19, 2023 3:29 PM
- Posted TurboTax charging tax on 529 distribution on Get your taxes done using TurboTax. February 19, 2023 9:49 AM
- Posted Daughter attending school in a different state, but doesn't live on-campus. What is her dependency status? on Get your taxes done using TurboTax. February 12, 2023 10:14 AM
- Posted Re: Parent withdrew from 529 and paid child's tuition. 1098-Q has earnings. Why am I being taxed? on Get your taxes done using TurboTax. February 12, 2023 9:55 AM
- Cheered Re: Parent withdrew from 529 and paid child's tuition. 1098-Q has earnings. Why am I being taxed? for MaryK4. February 12, 2023 9:18 AM
- Posted Re: Parent withdrew from 529 and paid child's tuition. 1098-Q has earnings. Why am I being taxed? on Get your taxes done using TurboTax. February 12, 2023 8:55 AM
- Posted Parent withdrew from 529 and paid child's tuition. 1098-Q has earnings. Why am I being taxed? on Get your taxes done using TurboTax. February 11, 2023 8:36 PM