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Get your taxes done using TurboTax
@Critter-3 I tried to use these steps. However, there is no option for 529 contribution. I selected the ESA option but that still did not work. Although form 8815 was generated, no interest was excluded from taxable income even though my 529 contribution matched the proceeds from EE savings bonds. Note that I did not have any qualified expenses but only this contribution. However, my understanding is that interest is not taxable if the proceeds were rolled into 529.
Can someone from TurboTax please provide the exact steps with screenshots?
‎January 28, 2024
9:54 PM