AmyC
Expert Alumni

Education

It depends on the state. CA asks for it to be reported as an adjustment. In CA, follow these steps:

  1. go to here's the income that California handles differently. 
  2. Scroll down to the Miscellaneous section. 
  3. Select the expanded use of 529. 
  4. Answer the elementary school question  
  5. The next will ask for the excluded income from federal. Enter the taxable portion only.

 

 

 

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