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VA 529 Plan Carryover
The TurboTax VA State FY24 tax is stating that I have to carry-over funds to next tax year. However, I have not met the $4000 limit on all the accounts listed. I have 6 accounts with contributions totaling $13k. The VA 529 Plan allows a deductible limit of $24k (6 accounts x $4k). Clearly, I have not met the limit, and TurboTax should not be carrying-over any funds.
Is there a bug/glitch in the software or am I missing something?
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‎April 13, 2025
5:47 PM