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Retirement tax questions
Hi - I'm using TurboTax Deluxe 2024. I have entered several 1099R's and a portion of my early Roth IRA withdrawal was for qualified education expenses. The software never takes me to the screen that you mention in your post - where I would enter the amount that was for education expenses. When I look at Form 5329, there is nothing listed on Line H (Higher Education Expenses). Why is the software not prompting me for this number? Can I simply enter it directly on Form 5329? Thanks!
‎February 9, 2025
5:34 PM