JotikaT2
Employee Tax Expert

State tax filing

Let's try something else.  

 

Go into your state interview section for Virginia.

 

Under the page titled Here's the income that Virginia handles differently, scroll down to Education and select Virginia 529 or ABLEnow Distribution or Refund.  Select Start/revisit here.

 

529 input section

 

  1. Select  Yes on the next page where it asks if you have had a 529 plan
  2. On the next page, check the box next to I made a payment or contribution in 2019.
  3. You should have your four accounts entered in the following page.  Be sure to review the input on each account number. Confirm each entry shows the $4,000 for each contribution you made.
  4. The next page will show the total contribution you are allowed to take.  It should look similar to the following.  

529 summary

 

 

If you are still showing $12,000 after reviewing the steps above, please comment so we can try to narrow down there the issue is.

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