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Get your taxes done using TurboTax
I have the same issue with I bond proceeds rolled over to a 529 plan. I am in Turbotax Online. I cashed in $23K in Ibonds ($3K interest) and deposited into a 529 plan. On one screen, I checked that I contributed to a 529 plan when asked, "Did you use your U.S. savings bonds to pay for higher education expenses?" But then it asks questions related to expenses and never addresses the 529 contribution. It then says that I don't qualify. However, I do qualify.
‎February 25, 2025
9:11 AM