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Level 1
February 7, 2026
Solved

Cashed EE Bonds and did a rollover to QTP

  • February 7, 2026
  • 1 reply
  • 33 views

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

 

    Best answer by Hal_Al

    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. 

    1 reply

    Hal_Al
    Level 15
    Hal_AlLevel 15Answer
    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.