I need some further clarification as I have both paper series EE bonds and electronic Series I bonds.
When I look this up outside of TT, it seems that when rolling over to a 529 plan (which I did all within the same tax year), that It's relatively easy to report this and exclude - but when I get into this on TT, it's only allowing a partial tax deferment. Why? I assume I am doing something incorrect - just not sure what.
