Thanks. That solves the problem for my sister (though not the way she preferred). However, it doesn't solve it for me. I did my own taxes, and mailed them in. Because of the requirement to submit documentation for the 529 contributions (was never required in previous years), no doubt, my return will also bounce, whenever they get around to looking at it. Trouble is, I sent my other documentation (1099-R) in with that return, so if I send a new return with the 529 documentation, it will be missing the 1099-R documentation. I DO have copies of the 1099-R (the one you keep with the taxpayer's records). But I don't know if they would accept that copy, or if having submitted two returns would just confuse them. Should I just wait for my return to be rejected? Sure would have been nice if Turbo Tax had told us about this requirement to begin with, or at least, could offer some advice on how to deal with it.
