Solved
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?
Hal_AlAnswer
Level 15
February 7, 2026
Expert Reviewed
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.
