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darrenc51
New Member

Turbo Tax isn't recognizing $9800 of my daughter's tuition above scholarships as qualified expenses against 529 plan payments. I even re-entered info. Any ideas?

Form 1099-Q was in my daughter's name, but Turbo Tax handled it fine in a similar case for my son, the only difference was his qualified expenses were for room & board (scholarships covered his tuition).

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KrisD
Intuit Alumni

Turbo Tax isn't recognizing $9800 of my daughter's tuition above scholarships as qualified expenses against 529 plan payments. I even re-entered info. Any ideas?

Please go back to the education section

Click Federal, Deductions & Credits, scroll down to "Education". 

Click Edit next to your daughter's name and walk through the interview. 

This should land you on the "Here's your education summary" page. 

Click "Education Information", go through this interview and the last page should show what amount of expense is being allocated to a credit. Adjust if desired. 

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