Question

My 1099Q looks different than the information they are asking for on TurboTax, is it possible I am missing information?

Forum|Forum|6 years ago
February 19, 2020
2 replies
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K

KarenM90

Can you clarify what you are missing?

Did you take a distribution from a 529 Plan to pay for tuition?

Here is the pdf of the IRS form: 1099Q Does your form look like this one?

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B

bonifaskateAuthor

Thanks for getting back to me. After a bit more digging it looks like my 1099Q is correct, but I am missing info from a form CA 540(NR), but I never even recieved or heard of it. I'm not sure whether I even need this form or if I do where to get it from, and if I don't need it I can't figure out how to remove it. The only info that's missing as far as I can tell is item 4a then Column E, IRA Dist. Any advice one where to get this info would be great!

K

KarenM90

CA 540(NR) is a Non-Resident California Income Tax Return.

As a Non-Resident of California, you would be required to file a return in that state if:

Are required to file a federal return
Receive income from a source in California
Have income above a certain amount (see this link - scroll down to filing requirements for your filing status: California Non-Resident Filing Requirements

If you do need to file this form, you will need to Add California to TurboTax.

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B

bonifaskateAuthor

I have already added California to my documents and gone through the necessary steps via my W-2s where I earned income in this state. What I don't have is that specific form, 540(RN), the information being requested through TurboTax, or any idea where to get it. Do I need to get it from my employer or is this something I have to fill out myself?