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How to input a form 1099-Q Payments From Qualified Education Programs in SureFire?

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📊 Step-by-Step Guide

Step 1: Add the correct worksheet from the forms list

Use this when you need to add the worksheet that SureFire uses for 1099-Q related education payments.

From the list of forms, select the form 1040 Wkt2. SureFire will add the form "Student Loan Interest, Coverdell ESA and QTP, Tuition and Fees" to the return.

Step 2: Navigate to the Education Savings Accounts section

Use this when you need to enter the QTP/ESA distribution details.

Go to the "Education Savings Accounts (ESAs), QTPs and ABLE accounts" section.

Step 3: Add the worksheet for line 1

Use this when you need to create the worksheet used to enter taxable distributions from QTPs.

On line 1, "Taxable distributions from QTPs", hit F9 to add a "NEW ESA Wkt - Education Savings Account Worksheet".

Step 4: Enter the distribution amounts from Form 1099-Q

Use this when you are ready to input the amounts shown on your 1099-Q.

Enter the distributions from Coverdell ESAs shown on Form 1099-Q on line 1.

Tags: federal,form