Common questions about education-related adjustments in Lacerte

1. Open Screen 14.3, Education Distributions.
2. In the Distribution list, click the payer.
3. Enter 1, 2, or 3 in 1= private 529 program, 2= state 529 program, 3= Coverdell ESA (5).
4. Enter amounts in the Form 1099-Q fields and ESAs Only fields as appropriate.

If the taxpayer or spouse is an eligible educator, enter the amount of expenses qualifying for the Educator Expense adjustment in Screen 24, Adjustments to Income.