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Get your taxes done using TurboTax
I followed these steps. However, there is no option for 529 contribution. These are the only options available. If you select ESA (which btw is not correct), it generated the form 8815 but it did not exclude any interest even though the contribution amount was equal to the total proceeds from EE series bond redemption. Note that there were no qualified expenses during 2023 - only this contribution (rollover from EE bond proceeds).
Can someone from TurboTax provide clear step by step instructions with screenshots? I am using TurboTax Deluxe for Widows.
‎January 28, 2024
6:58 PM