Colorado return rejected because of 529 owner account questions

[slava1]

Hello,

I've contributed to 529 account that I own. I've filed the form without filling "Not the owner" section of DR 0104AD form.

TurboTax is rejecting it with message:

23-104-113 - When the CollegeInvest Contribution subtraction in Form DR 0104AD is claimed, the Total Contribution, Owner???s SSN or ITIN, and the Owner???s Name of the CollegeInvest account must be provided. 

I've removed the contribution and redone it a couple of times - no help.

What am I doing wrong?

Thanks,

Slava

[JohnW152]

Probably nothing, but, given what you've already tried, your best bet might be to delete your state return and start it over again.

See the TurboTax Help article How do I delete my state return in TurboTax Online? for guidance with the Online version.

If you're using the Desktop version, see the TurboTax Help article How do I clear my state return in the TurboTax for Windows software?.

[slava1]

Turbotax won't allow to delete Colorado: 

You cannot remove the data from your Colorado return because it is selected for efiling.

Again, tried to change to mail, save - no help.

Thanks,

Slava

[bolder_le_dog]

My return was rejected with the same comments. I went into turbotax and verified that I entered the name of the owner, SSN, name of college plan and amount. Then I looked up my Co returrn pdf copy and surprise: Turbotax failed to fill in the information at the bottom of form DR 0104AD.  Only the amount contributed is there. This is a bug. Could you please fix it?

In the meantime I might need to print the form, fill in the info by hand, and mail it in. Sooner the better.

[AmyC]

I am using the desktop version, I was able to enter college contribution and it does show in the program. Then I chose to print the form and there it is, on the form. The error is not in the program.

Follow these steps:

Desktop version: 

1. Delete the 529 information and 104AD
2. Save your return while closing the program.
3. Update the program
4. Open
5. 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:

1. Delete the form 104AD and the 529 entry, see How to Delete  
2. 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.
3. Log back into your return.
   • Enter the information again.

@bolder_le_dog

[slava1]

Yes, I agree. The form filled by Turbotax MAC looks fine.

The issue is on submission - it gets rejected.

Thanks,

Slava

[AmyC]

Were you able to get this resolved and file?

See How do I check my e-file status?

[slava1]

I filed it as if it's somebody else's 529 but with my name and ssn