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New Member
posted Apr 10, 2021 9:33:51 AM

I live in Missouri and my state rebate went down when I entered my 529 contribution. Why?

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1 Replies
Expert Alumni
Apr 12, 2021 2:37:48 PM

It must be coming in as income. You want to delete it and enter the 1098-T and all expenses first. The program is designed for the 1099-Q to be the last entry.

 

 See my 529 example and information on 529 expense withdrawals. If you are trying to get the AOTC as well, please look at another of my answers for help.