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Level 2
October 8, 2020
Question

DEPENDENT STUDENT WORKSHEET

  • October 8, 2020
  • 2 replies
  • 5 views

I am trying to attribute several 1099-Q distributions to the Taxpayer's Dependent College Student.   The Dependent is the Beneficiary.  How can I link to the Dependent?  It is not linking and results in another taxable 

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2 replies

Just-Lisa-Now-
Intuit Community Champion
October 8, 2020

So Line C of the 1099Q worksheet doesn't give the Dependent as an option to Link to? 

Youve got the Educational Exp checkbox marked on the Dependent entry worksheet, right?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Intuit Community Champion
October 8, 2020

be sure to fill out the student worksheet first, then do the 1099Q, and 1098T. You have to sometimes play around with all the forms related to education credits to get your expected results