J141
New Member

Education

I am having the same error with Turbotax 2020. The Easy Step interview NEVER asked for education expenses to be entered. I verified by going back just now to easy step and running through it one more time. 

If not for some of the posts on this site, I would not have figured out that Turbo Tax expects you to enter education expenses by hand in a worksheet. Worse, I am still getting some of the 529 distribution being taxed even though the educational expenses match the 529 distribution. 

 

I liked the response given by one person that points out that 1099-Q form says that nontaxable distributions need not be reported on the return. So should I just delete the 1099-Q? If so, why does Turbotax ask for it in the interview?  I have never experienced an error like this in Turbotax before. If I had not caught I would have overpaid taxes by THOUSANDS of dollars. 

 

I saw questions about this problem on this site dated spring 2020. Why has Turbotax let a year go by without fixing this?

 

Another question: How do we talk to a live Turbotax employee about this? Help Center brings one here where we users seem to be sharing opinions, and the Help tab up top generates quite uninformative statements about the current form you are looking at. Am I missing something about how to speak directly to a Turbotax employee?