ESA/QTP worksheet

Forum|Forum|4 months ago
January 31, 2026
1 reply
35 views

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?

Hal_Al

Level 15

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.