turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

How do I include proof of contribution to an Oklahoma 529 fund when I file electronically?

 Oklahoma (and other states) Income tax program should include spaces to enter information about the 529 account contribution as required by the state. You provide a pop-up telling me the information is required - but there is no place to include it electronically.

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
JohnW15
Intuit Alumni

How do I include proof of contribution to an Oklahoma 529 fund when I file electronically?

Unfortunately, Oklahoma can't accept the requested proof via an eFiled return.  You'll need to print out Oklahoma's Form 511EF from TurboTax, and mail that in with the documentation they request.

For information on the proof requested, please see "Contributions to Oklahoma 529 College Savings Plan and OklahomaDream 529 account(s)" on page 17 of 2018 Oklahoma Resident Individual Income Tax Forms and Instructions

You can also see Form 511EF and its instructions, including mailing address, here


message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies