I used 529 funds to pay for high school expenses for my son. I did this on my federal return.
As part of doing this, I had to enter the high school expenses as well as information on the 529 distribution.
When I look at the forms on my Massachusetts Filing - I see the high school expenses that I entered on the federal form listed on a tuition credit worksheet as "Undergraduate" expenses. I think this might be a bug and it might be giving me a credit on my state return that I do not deserve.
Can anyone at Intuit look into this? It appears that I can't edit this by hand.
No, it is not a bug. Yes, you are correct, you cannot deduct high school expenses at the state level. Massachusetts only allows a deduction for college tuition. See 2019 Massachusetts Form 1 Instructions page 22.
To adjust this in TurboTax, follow these steps:
No, it is not a bug. Yes, you are correct, you cannot deduct high school expenses at the state level. Massachusetts only allows a deduction for college tuition. See 2019 Massachusetts Form 1 Instructions page 22.
To adjust this in TurboTax, follow these steps: