College Tuition Qualified Expenses Optimization Worksheet - NY

Forum|Forum|2 years ago
February 25, 2024
1 reply
0 views

I am completing NY State return. On the Tax Breaks for College Tuition page, I am asked "Was an undergraduate student in 2023?" (Notice that no name was provided). When I click no, I am told that this Student doesn't qualify for Tuition Tax Breaks. Then I click on Continue, and it takes me back to the exact same page with the exact same question - I am stuck in an infinite loop. The College Tuition Qualified Expenses Optimization Worksheet seems to be the source of the problem - it has two rows filled out for my qualified children, then a third row has one box checked but the rest of the row is blank. If I manually uncheck the box, it repopulates. Help!

AmyC

Level 15

An errant piece of date could be to blame. Follow these steps:

Desktop version:

Delete the form
Save your return while closing the program.
Update the program
Open
Enter the information again.

Online version:

A full or corrupted cache can cause problems in TurboTax, so sometimes you need to clear your cache (that is, remove these temporary files).

For stuck information follow these steps:

Delete the form/ worksheet- if possible, see How to Delete
Log out of your return and try one or more of the following:
- Don't use Internet Explorer.
- Clear cache and cookies,
- Sign in using a different browser.
- Sign in using a different device.
Log back into your return.
- Enter the information again.

I believe you are using the desktop program so you can go into Forms mode to get the program on the right track. You don't want to override information for a filed return but sometimes you can fill in a field to get the program back on track. Once on track, you can remove the override. An override in the program will void the accuracy guarantee.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

FizzDudeAuthor

Level 2

I was working with the desktop version. I think you are correct it was an errant piece of data. Unfortunately, the steps you suggested did not get at the source data. I went back and deleted many other forms until finally the data was rooted out. Thanks for the suggestions!