Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Mar 13, 2022 9:47:25 AM

How to add 529 contributions for state filing

turbotax federal bypasses filing that is needed on state filing.

0 5 685
5 Replies
Expert Alumni
Mar 13, 2022 11:41:24 AM

Different states label this section in different ways.  As you go through your state return, keep an eye open for a page with several categories of inputs, such as Education.  You will generally find the 529 plan contributions in that section.

 

If you cannot locate where you need to input your information, please share your state and we may be able to provide more specific instructions.

New Member
Mar 13, 2022 11:50:02 AM

I'm trying to enter my Virginia 529 contributions.  Turbotax says to enter it on the "other situations" tab (the pop up window description explicitly says to enter 529 contributions here), but when I open the tab, there is no place to enter Virginia 529 contributions.  

New Member
Mar 13, 2022 12:15:23 PM

I eventually found it - on the income page at the top, not under the education section (and not under the "other situations" tab that says it does 529 contributions).

Level 15
Mar 13, 2022 12:15:27 PM

It's usually on the page "Here's the income that  (your state) handles differently".

 

For Virginia, scroll down to:

-Education

--Virginia College Saving Prepaid Tuition (Section 529)Plan

  

 

Expert Alumni
Mar 13, 2022 12:18:30 PM

@raholdenjr, please try the steps below to enter the Virginia 529 contributions.

 

  1. Click on Tax Home from the Left Side Menu.
  2. Click on Personal Info form the main screen.
  3. Click on State from the Left side Menu and press Continue..
  4. You should see Virginia Return. Press on Continue next to it and answer the questions accordingly
  5. You should then see a page with the title " Here's the income that Virginia handles differently". On this page, scroll down and you should see a section for "Education". You can enter information in this section.

Please refer to the image below for more reference: