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tcpotter
Returning Member

Entering payment from 529 plan for secondary education

I used my daughter's 529 plan to pay for private high school in 2019. I received a 1099-Q and I entered that information into TurboTax. After a few questions TurboTax brought me to a page titled "Elementary and secondary school expenses". First, secondary school means middle school and high school, right? Also, is this screen asking for expenses in 2019 or for all elementary and secondary school expenses starting with kindergarten? The text on the screen is not clear about what it is asking for. What is this information used for in the taxes? Thanks.

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1 Reply
KrisD15
Expert Alumni

Entering payment from 529 plan for secondary education

Yes, secondary school is High School. 

Just the expenses paid in the tax year, 2019.

The program is getting the amount for the expenses so that it can be applied against the 1099-Q distribution. 

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