Hi there,
I cashed some EE series savings bond and received 1099INT from my bank. The fund was immediately (or within two days) transferred to a newly setup 529 education account. I'm doing my 2020 tax with TurboTax Premier (Yes, embarrassingly, I'm still working on it because Texans are allowed to file on or before June 15 this year due to both the Pandemic and February winter storm ). Even though the entry for Box 3 is not 0, I did not get the prompt to start form 8815. As a result, I am not able to successfully perform rollover for IRS tax purposes. Can someone give me a hint how to proceed? I might not be using the software correctly. I'm so stressed out. It's bothered me for two straight nights with no success.
Thanks a million.
JB Kuang
