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mlthomas26
Level 3
02-08-2021
02:11 PM
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My client received a 1099-Q who he was not the designated beneficiary. His daughter was and she is claimed as a dependent of my divorced wife. All the distribution was used to pay her college expenses.
How can I document this in Proseries so it is not taxable to my client?
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Just-Lisa-Now-
Level 15
02-08-2021
02:22 PM
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on the 1099Q entry form, for the Beneficiary you check the box for Someone Else
then scroll down the page to the QuickZoom button for Other Student Qualified Educational Expenses Worksheet
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
