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.

1938

Intuit Alumni

Jun 1, 2019 3:02:07 PM

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.

Why sign in to the Community?

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