
Common questions about education-related adjustments in Lacerte
by Intuit•5• Updated 1 week ago
Report an education distribution (ESA's and QTP's)
- Open Screen 14.3, Education Distributions.
- In the Distribution list, click the payer.
- Enter 1, 2, or 3 in 1= private 529 program, 2= state 529 program, 3= Coverdell ESA (5).
- 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.