AmyC
Expert Alumni

State tax filing

Follow these steps:

  1. Return to the education section
  2. Select Sec 529, start
  3. Yes, continue
  4. Select 2023 contribution  (if you have a carry over from 2022, select it also) continue
  5. Enter taxpayer or spouse, account number, select plan type, enter contributions, continue
  6. If you and your spouse each contribute to an account, click the blue button to add another account

 

 

 

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