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?
Desktop Turbo tax gets hung up and never progresses to the 8815 form to allow me to show the rollover to QTP 529 Plan?
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.
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