Hello Everyone! Just as a reminder if you have a question about TurboTax or filing I will be doing these Live Streams every Monday at 4PM PST. Be sure to stop by and ask your question in chat so I can help you out! If you want to help our channel outplease use TurboTax through our link! Our TurboTax Link: www.tkqlhce.com/click-100683865-11557904?url=https%3A%2F%2Fturbotax.intuit.com%2Flp%2Faff%2F4049%3F%26priorityCode%3D6099000412
I have 529 plans for my grandchildren and 2023 was the first year we took funds out for their college tuition. The 1099-Q was mailed to them and has their name, address, and TIN listed. Do I file this form on my TurboTax since I funded the plan, or, do they file it on their tax return since the form has their information?
I had funds distributed from the 529 I have contributed to for the first time in 2023 to pay his college tuition. The 1099Q has his information (name, address, and TIN). Does he file this on his tax return, or, do I file it on mine? Thanks for your help.
Hello Everyone! Just as a reminder if you have a question about TurboTax or filing I will be doing these Live Streams every Monday at 4PM PST. Be sure to stop by and ask your question in chat so I can help you out!
If you want to help our channel outplease use TurboTax through our link!
Our TurboTax Link: www.tkqlhce.com/click-100683865-11557904?url=https%3A%2F%2Fturbotax.intuit.com%2Flp%2Faff%2F4049%3F%26priorityCode%3D6099000412
Finally, a video on form 1099-Q that made sense. Thumbs up - thank you!!
I have 529 plans for my grandchildren and 2023 was the first year we took funds out for their college tuition. The 1099-Q was mailed to them and has their name, address, and TIN listed. Do I file this form on my TurboTax since I funded the plan, or, do they file it on their tax return since the form has their information?
I had funds distributed from the 529 I have contributed to for the first time in 2023 to pay his college tuition. The 1099Q has his information (name, address, and TIN). Does he file this on his tax return, or, do I file it on mine? Thanks for your help.