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May 16, 2021
Question

I am working on 1099-Q information. When I submit, it says "you must fix errors" but it does not tell me what is the error, and I don't see any. How do I fix the error?

  • May 16, 2021
  • 1 reply
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I can't move beyond this point without fixing the unidentified errors

1 reply

AmyC
Employee
May 16, 2021

If all of the 529 went to qualified education expenses plus room and board, you can delete the form 1099-Q. See page 52 for qualified distributions at IRS Publication 970, Tax Benefits for Education.

 

You may even qualify for AOTC. See my 529 example with IRS information here.

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