Enrollment Status error on People Worksheet for K-12 529 distributions

[user17727621986]

The Enrollment Status field on People Worksheet is a linked field to a Personal Worksheet, which for dependents doesn’t exist, so the link dialog becomes a dead end for K-12 529 distributions for High School designated students.  How do I get around this Federal Review Check error message in Forms mode?

[AmyC]

Follow these steps:

1. Switch to Forms 
2. Open Form.
3. Search for Personal Worksheet (or "Pers Wks").
4. Create a new one specifically for the dependent in question.
5. Once created, go to the Education section of that new worksheet and check the box for "Full-time Student."
6. Return to the People Worksheet; the link should now find the data and clear the error.
7. Locate the 1099-Q worksheet
8. verify distribution is marked as k-12

[user17727621986]

In desktop TurboTax Premier you cannot manually create a Personal Worksheet for a dependent. The program only generates Personal Wks for:

• the taxpayer

• the spouse

So the instruction to “create a new Personal Worksheet for the dependent” simply is not possible in the software.

[MarilynG1]

The People's Worksheet is generated for everyone on your return, it is new this year and can't be deleted. 

It holds all the personal information you entered in the "Personal Info" section of TurboTax, helping to identify missing info that causes "check this entry" errors.

If you see an error on this worksheet (or don't see one), it usually means the personal info section needs to be reviewed.

@user17727621986 

[dsuffern]

This doesn't resolve the issue. The "enrollmentstatus" error doesn't show up on the form with a red colored box like "Has your student been convicted of a felony." It's impossible to determine what information is missing. It says the form is "Not Done" but none of the boxes are red colored

[user17727621986 · Accepted solution]

I found the solution to my own question posted here, based on other posts.  But would like to explain the solution a bit more clearly than other posts.  In the Step-by-Step forms after you enter the 1099-Q info you then proceed to the Student Information Summary where you designate if the dependent was a student in the current year and what kind of school they attended (elementary, high school, college, etc.).  If you specify the type of school as elementary or high school it generates the Enrollment Status error on the People Wks when running the Smart Check. 

Switch to Forms mode and there will be two forms that the Student Info will appear on.  The 'Student Info Wk' that is a sub form under the Dependent Wks AND on the People Wks.  Both forms have the same 'Part I - Student Status' questions.  On the People Wks, question 1, 'Were they a student in current year?', should be unchecked from yes.  leave unanswered.  For question 2, uncheck Elementary or High School and leave unanswered. 

Now go to the Student Info Wk form under the Dependent Wks form. Question 1 should be set to Yes for 'are they a student?'.  Question 2 what type of school should be set to Not applicable (do not specify elementary or high school).  Rerun SmartCheck and there will be no errors and you can now submit for e-file.

MY QUESTION TO TURBOTAX IS, WILL NOT SPECIFYING THE ACCURATE SCHOOL TYPE OF ELEMENTARY OR HIGH SCHOOL GENERATE AN AUDIT?  This is clearly a bug and the workaround is misleading and not accurate.  Would appreciate a response before e-filing by end of March.