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C
Corleysix
February 15, 2025
Question

where do I enter a 1099-QA for an ABLE account?

  • February 15, 2025
  • 1 reply
  • 0 views
My son received a 1099-QA for his ABLE account. All distributions were for qualified disability expenses. However, I cannot find where to enter the 1099-QA in Turbo Tax.

    1 reply

    JohnB5677
    JohnB5677
    February 17, 2025

    Yes, we can help you to post the 1099-QA.

     

     Select Tax Tools

    • This is on the left sidebar
    • You may have to minimize the Federal and State options
    • You also may have to scroll down on that menu
    1. Once you can work on Tax Tools
    2. On the drop-down select Tools
    3. There will be 3 or 4 green boxes
    4. Select Topics Search
    5. Type the form number or a topic.
    6. 1099-QA
    7. ABLE account distributions included in income
    8. Continue through the interview

     

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      P
      prmaurath
      February 19, 2025

      I don't see how these instructions apply for the PC Desktop version of TurboTax Premier which I have.

       

      How can I enter the 1099-QA in this version?

      T
      TomK2023
      February 19, 2025

      The information about a distribution reported on Form 1099-QA needs to be reported on a tax return only if any part of the distribution was used for a purpose other than the support of a disabled individual. 

       

      Any amounts distributed in excess of qualified disability expenses must be included in the individual's taxable income and will be subject to a 10% penalty.

       

      Enter 1099-QA Distributions from ABLE Accounts:

      1. Open your return (if not already open).
      2. Enter "1099qa" in the Search box.
      3. Click on "jump to 1099qa" link.
      4. Enter your information.

      Enter 5498-QA ABLE Account Contribution Information:

      1. Open your return (if not already open).
      2. Enter "54989qa" in the Search box.
      3. Click on "jump to 5498qa" link.
      4. Enter your information.

      Just be sure to keep your 1099-QA and 5498-QA forms with your records for future reference.

       

      TurboTax article: What are ABLE Accounts? Tax Benefits Explained

       

      [Edited 2/19/25 | 9:18am PST]

      @prmaurath 

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