- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Where do I enter proceeds from EE savings bond rolled into 529 account
I redeemed EE savings bonds during 2023 and received the 1099-INT with a small amount of interest in Box 3. I immediately deposited the entire amount into my child's 529 account. I have entered the 1099-INT in TurboTax (Deluxe Windows). Where do I enter the contribution/rollover into 529 so that the interest is not taxed? I believe I need to file form 8815 for this purpose. However, I am hoping that TurboTax will generate this form for me. Please advise. Thank you.
‎January 28, 2024
5:24 PM