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user17704911530
New Member

Cashed EE Bonds and did a rollover to QTP

Desktop Turbo tax gets hung up and never progresses to the 8815 form to allow me to show the rollover to QTP 529 Plan?

 

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yesterday
last updated ‎February 07, 2026 11:08 AM
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Hal_Al
Level 15
Level 15

Cashed EE Bonds and did a rollover to QTP

You are never asked if you "rolled over" the money to a QTP.  Instead you are asked if you used it for education.  The fine print tells you that "Education" includes contributing to a QTP. 

 

My desktop (download) Deluxe software is working correctly.  Follow the interview carefully. 

yesterday
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