DFFord2
Level 1
‎10-07-2020 08:39 PM

I am trying to attribute several 1099-Q distributions to the Taxpayer's Dependent College Student.   The Dependent is the Beneficiary.  How can I link to the Dependent?  It is not linking and results in another taxable 

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Just-Lisa-Now-
Level 15
Level 15
‎10-07-2020 09:35 PM

So Line C of the 1099Q worksheet doesn't give the Dependent as an option to Link to? 

Youve got the Educational Exp checkbox marked on the Dependent entry worksheet, right?


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Terry53029
Level 14
Level 14
‎10-08-2020 08:14 AM

be sure to fill out the student worksheet first, then do the 1099Q, and 1098T. You have to sometimes play around with all the forms related to education credits to get your expected results