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D
DRoblesSY
April 6, 2020
Question

529 Distribution over $10,000 for Private High School Tuition

  • April 6, 2020
  • 1 reply
  • 0 views

For 2019, we took a disbursement greater than $10,000 from my daughters's 529 to pay a portion of her private high school tuition.  I received a 1099-Q in her name.

 

How do report this on our Federal and California state returns.

 

Thank you in advance.

    1 reply

    KrisD15
    KrisD15
    April 6, 2020

    You can enter the 1099-Q into your TurboTax program so that it can do the math. 

    Since the 1099-Q is in the name of the student, the taxable portion will be claimed on the student's return. 

    Your TurboTax program should tell you what the student needs to claim.

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