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Level 7
February 7, 2026
Solved

1099Q

  • February 7, 2026
  • 1 reply
  • 8 views

I always have an awful time with this form in Taxpayer's name. Funds used for dependent's tuition. I entered the 1099-T which could not be used because of too high income. But a portion of the earnings are being taxed, and I don't know how to get rid of it. Tuition was very high, it ate up all the 1099Q funds.

Best answer by Just-Lisa-Now-

That worksheet section is so clunky....scroll down the Student Info Worksheet to section VIII I know I always have to tinker around in there, putting figures in the columns,  to get rid of the 1099Q taxability.

1 reply

Just-Lisa-Now-
Intuit Community Champion
February 7, 2026

That worksheet section is so clunky....scroll down the Student Info Worksheet to section VIII I know I always have to tinker around in there, putting figures in the columns,  to get rid of the 1099Q taxability.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
GretaAuthor
Level 7
February 7, 2026

Clunky is the correct description. I added cost of books, computer,etc., and it got rid of the excess.

What do you do when Grandpa bought the 529 plan, but the student is not his dependent.

I do detest this clunky 1099Q.

Just-Lisa-Now-
Intuit Community Champion
February 7, 2026

Theres a button for that!  LOL

Scroll down the 1099Q worksheet, you'll find a button to Quickzoom Other Student Expenses

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪