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Level 1
posted Mar 26, 2024 12:27:49 PM

Turbo Tax not prompting for AZ 529 contributions

problem with Turbo Tax not prompting for various state 529 contributions, including AZ

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1 Replies
Expert Alumni
Mar 26, 2024 3:17:54 PM

To enter your Section 529 contributions in the Arizona portion of TurboTax: 

  1. Open TurboTax Online
  2. Select Tax Home in the left pane
  3. On the Hi, let's keep working on your taxes! screen, select the dropdown on the right side of State Taxes, then select StartContinue or Pick up where you left off
  4. Select Prepare State in the left pane
  5. Work through the next screens until you reach the Status of your state returns screen
  6. Select Start or Continue to the right of Arizona
  7. Proceed through the state interview until you get to the Any Income Adjustments? screen
  8. Select the box to the left of I have a qualified 529 plan or an ABLE account, then select Continue
  9. Select Yes (if appropriate) to the left of Did you contribute to any 529 savings plans? and answer the other questions appropriately, then select Continue
  10. On the Contributions to a 529 Savings Plans screen, enter your relevant information, then select Continue
  11. Continue through the Arizona interview

A similar process should be in place in other state interviews, as relevant.