VA 529 Plan Carryover

[techshop69]

The TurboTax VA State FY24 tax is stating that I have to carry-over funds to next tax year.  However, I have not met the $4000 limit on all the accounts listed.  I have 6 accounts with contributions totaling $13k.  The VA 529 Plan allows a deductible limit of $24k (6 accounts x $4k).  Clearly, I have not met the limit, and TurboTax should not be carrying-over any funds. 

Is there a bug/glitch in the software or am I missing something?

[AmyC]

Something is wrong. A full or corrupted cache can cause problems in TurboTax, sometimes you need to clear your cache (that is, remove these temporary files).

Online version:

1. Delete the contributions 
2. Log out of your return and try one or more of the following:
   • Don't use Internet Explorer.
   • Clear cache and cookies,
   • Sign in using a different browser.
   • Sign in using a different device.
3. Log back into your return.
   • Enter the information again.

Desktop version: 

1. Delete the contributions
2. Save your return while closing the program.
3. Update the program
4. Open
5. Enter the information again.

[techshop69]

Your solution did not resolve the issue.  A carry-over is still stated, and what's weird is it's only for $602. This must be a bug.  My concern is if I file, will this be corrected with next year's software?  This is unlikely.

[AmyC · Accepted solution]

Your tax forms need to be correct. It is an odd number. I am sure you have reviewed your tax forms for a checked box or oddity that is out of place. The $4k is per account, it sounds like you know to add the many accounts. You may want to file an extension and /or contact support. I can't take a look at your return today or tomorrow but the phone lines can. 

[techshop69]

Thanks, Amy. After reviewing the worksheet, I realized the contribution was over 4k, hence the carryover. My apologies; it was my error.