kkattumadam
Returning Member

Education

I redeemed some Treasury I bonds in 2021 and moved the funds to a qualified QTP (college 529) account within 60 days. I cannot take an interest deduction due to MAGI exclusions. The 1099-INT workflow forces me to enter an institution name and address and I entered QTP and the 529 account's mailing address but then in the final federal review, it flags in form 8815, that these fields must be blank. If I proceed to blank it, the validation in the previous workflow of entering the 1099-INT as QTP flags it saying that I must enter the institution name and address. I am in an endless loop with this.

 

I chatted with a live TT expert and she is stumped as well and promised to get back to me in a day or two. Worst case, send me a desktop version of TT which apparently works fine. Any clues from the community?