- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Education
If you received a refund from your son's 529 plan, you need to indicate that you recontributed the funds within 60 days in TurboTax
- You should have received a 1099-Q for the disbursement. After you enter the 1099-Q information into TurboTax in the Education Section, there will be a follow up question asking if you received a refund of qualified education expenses. You should indicate yes. Next, answer that you recontributed to the funds to the tuition program within 60 days, if you did so.
‎January 18, 2025
1:19 PM