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ESA/QTP worksheet

Working on 2025 taxes.  Vet school daughter not a dependent.  We paid her tuition and expenses and were reimbursed from 529 plan.  Adjusted qualified expenses exceed 529 distribution amount on 1099-Q.  

 

Previous posts indicate I do not need to enter any of this into TT as long as I have documentation/worksheets that shows qualified expenses exceed 529 distributions.  Is that correct?

 

In previous TT versions, the interview asked all the right questions and filled out the ESA/QTP worksheet for me.  This year (2025 version), the interview does not ask the questions to populate the worksheet.  Something is off.  I have used TT for 20 years.  I am good at following directions.  Is there a software flaw?

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1 Reply
Hal_Al
Level 15

ESA/QTP worksheet

You can't enter those expenses yet. This is a known glitch in TurboTax (TT). They are working on it (no announced fix date).   The 2025 education and 529 sections appear totally redesigned, from last year. 

 

Q. Previous posts indicate I do not need to enter any of this into TT as long as I have documentation/worksheets that shows qualified expenses exceed 529 distributions.  Is that correct?

A. Yes. 

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