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.