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E
EarlineLaBuy
Level 3
February 26, 2021
Question

Form 1099Q

  • February 26, 2021
  • 1 reply
  • 4 views

My client received a 1099Q, which is taxable as he did not use it for education. Lacerte program is not calculating it as taxable. Suggestions?

This topic has been closed for replies.

1 reply

T
TaxGuyBill
Level 15
February 26, 2021

I believe it is only taxable to the extent that the distribution is in excess of Basis.

With that being said, is the program still not doing it correctly?

 

If it is still not doing it correctly, hopefully a Lacerte user will come by and give some input (I use ProSeries, so I can't help you with the Lacerte-specific things).

E
EarlineLaBuyAuthor
Level 3
February 28, 2021

It is still not working correctly and I can't get customer support to respond to my email from 7 days ago. They are supposed to respond in 2 days. Not!

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