Client has 1099R with code 4, has her name & her deceased grandmother's name both in as Recipients. Money used to pay her tuition. Is it taxable & if not how do I show.

araltman · ‎12-07-2019

IRonMaN · ‎12-07-2019

It's the granddaughter's and it is fully taxable to the granddaughter.

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araltman · ‎12-07-2019

Thank you, very helpful. The more I read the more confused I got.

IRonMaN · ‎12-07-2019

You betcha!

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