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2024 529 Contributions and Form 8815

This year I converted upwards of 60 series EE bonds issued post 1989 and deposited into my 5 year old daughter's 529 account. We had a no education expenses, and only made contributions to the 529.

Turbo Tax Deluxe Desktop is prompting me to fill out form 8815 with institutional info for the fund. 

What information do I provide and where do I find it?

Do I provide the fund name? If so, how do you find the address for such a fund?

Do I provide the brokerage name and address where I purchase the fund?

Should the brokerage/fund provide documentation to help support the 8815?
Why does Turbo tax not prompt for that information or greater 529 info?

Is there a another version of TurboTax that is more helpful for these topics?

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3 Replies
Hal_Al
Level 15

2024 529 Contributions and Form 8815

Delete the 1099-INT and re-enter.  

 

You should only be asked for the name of the 529 plan.

2024 529 Contributions and Form 8815

Deleting the 1099 is an effective reset, but after I re-enter, it does not solve the problem.

 

Everything looks fine until TT reviews the tax return for errors and it notes 3-4 errors within the 8815. 

Those errors are the fund name and address information. 

Hal_Al
Level 15

2024 529 Contributions and Form 8815

"Those errors are the fund name and address information."

 

That's information that you entered. Make the corrections. 

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