Common questions about education-related adjustments in Lacerte

Report an education distribution (ESA's and QTP's)

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.

How do I enter educator expenses?

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.

Related topics:

• How to enter total qualified student loan interest paid in Lacerte
• Entering educator expenses for Form 1040 in Lacerte
• Entering 1098-T Tuition Statement, Box 4 adjustments for a prior year in Lacerte