1099-Q

[mlthomas26]

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?

[Just-Lisa-Now-]

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