Situation - Eligible savings bonds cashed and deposited to 529 - All eligibility rules / income guidelines were met to exclude ALL the interest from the savings bond -
However, the only way I can get TT desktop to exclude ALL the interest is by entering the total amount cashed and deposited on line 3 Form 8815 - the end result appears fine - BUT the description of Line 3 does NOT represent what we are doing....
Line 3 says:
Enter the total qualified higher education expenses you paid in 2024 for the person(s) listed in column
Does anyone have another work around, or is this acceptable?
