At the beginning of the TT interview, I entered my daughter's biographic info. TT Deluxe knows she's 15. I used money from her 529 account to pay high school tuition in 2021. During the interview though, it seems TT treats her like she's in college. "Was she working towards a degree program? Has she had a felony drug conviction?" Yes, I received a 1099-Q. No, I don't have a 1098-T; she's in a small, private school. How do I enter her info and ensure that TT treats the withdrawal as non-taxable?
Hey, TT, here's a hint for creating more customer-focused software: if you see a dependent child is 15 and the user wants to enter a 1099-Q, maybe there should be a fork that first asks, "Did you use 529 or ESA funds for elementary or high school tuition?" and then go from there.
