My qualified distributions from my Educational Savings Program (529) are causing my state taxes to increase. From my understanding, qualifed 529 expenses are tax exempt? in State tax filing
Code 1 on 1099-R, yet distribution for Higher Education Expense/Personal Emergency Expense in Get your taxes done using TurboTax
I want to add Form 5329 to my return. How can I add it? I took out my contributions to my Roth to put toward qualified education expenses so I want to file for exemption. in Retirement tax questions