tccpg289
Level 4
04-08-2025
09:34 AM
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Taxpayer (parent, MFJ) received a 1099-Q for a distribution, of which the funds were used for education purposes.
It was for their college student.
What is the proper flow of forms in ProSeries to ensure both the return of principal and earnings are not taxed? Is it required to have a 1098-T as well, or any other education cost documents for that matter?
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