mlthomas26
Level 3

My client received a 1099-Q who he was not the designated beneficiary.  His daughter was and she is claimed as a dependent of my divorced wife.  All the distribution was used to pay her college expenses.

How can I document this in Proseries so it is not taxable to my client?

0 Cheers
Just-Lisa-Now-
Level 15
Level 15

on the 1099Q entry form, for the Beneficiary you check the box for Someone Else

then scroll down the page to the QuickZoom button for Other Student Qualified Educational Expenses Worksheet


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