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 Feb 29, 2024 9:09:20 AM

I live in NY State. I contribute every month to my granddaughter 529 plan. How can I enter this information on my taxes?

0 1 82
1 Replies
Expert Alumni
Feb 29, 2024 9:28:34 AM

You will enter the contributions in the NY state program.  Follow these steps:

  1. Open your return to NY
  2. Continue through residency questions, email, etc  
  3. When you reach Changes to Federal Income, locate Education Adjustments
  4. Select NY 529 account activity, start
  5. Enter NY 529 contributions, enter amount, continue
  6. Any withdrawals? select yes or no, continue