topic Entering Virginia 529 contributions on my state return in State tax filing

Entering Virginia 529 contributions on my state return

dremy — Mon, 27 Jan 2025 22:37:10 GMT

Where do I enter Virginia 529 contributions on my Virginia state return?

Re: Entering Virginia 529 contributions on my state return

BrittanyS — Mon, 27 Jan 2025 22:53:13 GMT

The Virginia 529 contributions can be entered under income when filing your Virginia return. To enter follow these steps:

Sign in to TurboTax
Go to State Return
Under Income, scroll down to Education
Select Start next to Commonwealth Savers (Section 529)

Re: Entering Virginia 529 contributions on my state return

dremy — Mon, 27 Jan 2025 23:13:59 GMT

Thanks for the quick response. I was able to enter the contributions. I was surprised that the carryover from 2023 did not transfer automatically.

Re: Entering Virginia 529 contributions on my state return

aguingab — Wed, 05 Feb 2025 18:47:30 GMT

I am following those steps and am not seeing that option. I see options for distribution only like the 1099Q. But none for contribution under Education

Re: Entering Virginia 529 contributions on my state return

MayaD — Wed, 05 Feb 2025 19:09:09 GMT

To enter Virginia 529 contributions:

Open your state return
Continue until you get to the screen Here's is the income that Virginia handles differently.
Scroll down to Education
Select Commonwealth Savers (Section 529)

Which Plans Qualify for the Deduction?
Virginia offers 529 Plans:
- Virginia Education Savings Trust (Invest529)
- Virginia Prepaid Education Program (Prepaid529)
- CollegeWealth (only through certain banks)
- CollegeAmerica (only through financial advisers)

Virginia529

Re: Entering Virginia 529 contributions on my state return

aguingab — Wed, 05 Feb 2025 19:16:09 GMT

Please let me know if i am looking in the wrong place, but I am never coming across that prompt on teh state side. It is just consolidating all into Income tab. I don't come across anything pertaining to just State

Re: Entering Virginia 529 contributions on my state return

MayaD — Wed, 05 Feb 2025 19:24:20 GMT

You need to scroll down to state taxes.

Please check the link below:

Why does the TurboTax navigation menu look different for me?

Re: Entering Virginia 529 contributions on my state return

karlking — Tue, 03 Feb 2026 02:37:27 GMT

"Commonwealth Savers (Section 529)" doesn't show up (as of 2/2/2026)

Re: Entering Virginia 529 contributions on my state return

DawnC — Tue, 03 Feb 2026 02:59:12 GMT

Are you checking your VA return, @karlking? You can find the entry on your Virginia state return, it won't be on the federal portion.

To enter Virginia 529 contributions:

Open your state return
Continue until you get to the screen Here's is the income that Virginia handles differently.
Scroll down to Education
Select Commonwealth Savers (Section 529)

Re: Entering Virginia 529 contributions on my state return

jmuehlberg — Thu, 16 Apr 2026 00:06:29 GMT

All that does in my instance is say that "You didn't have any taxable income....federal return". Nowhere do i see where to put m contributions like previous years

Re: Entering Virginia 529 contributions on my state return

RogerD1 — Thu, 16 Apr 2026 14:29:54 GMT

As you go through the screens on your Virginia return, you will get to a screen Here's the income that Virginia handles differently. Under the Education section is Commonwealth Savers (Section 529) Plan. Click Start or Revisit and go through the screens to enter the information. If eligible, the 529 contribution will result in up to $4000 in deduction that will appear on the Virginia 760 return on line 13 along with any other deductions. If the 529 contribution is greater than $4000, any amount above that will get carried forward to be deducted in a future year Virginia return. An exception to the $4000 limit applies to account owners who are 70 or older - these contributions can be deducted in full.

This Virginia Voluntary Contribution website has more information on their 529 plans.