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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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1099-Q
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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♥¸¸.•*¨*•♫♪
