I’m working on my 2025 taxes in TurboTax. I have two kids in college, and I pay for their schooling from 529 plans. TurboTax does not appear to be moving my entries between forms correctly.
The first picture below is from the “People Worksheet” for one of my in-college kids. The second picture below is from the “student info worksheet” for the same child, where that data should get transferred to and where (later in the form) I enter the breakdown of college costs taken from the 529 plan. Note that a lot of the values did not transfer correctly from the first form to the second form. I’ve tried deleting and re-adding the information multiple times, with no change in TurboTax’s behavior.
The calculations within TurboTax seem to be working correctly. In particular, the 529 withdrawals are not being taxed or penalized. Should I worry about the form transfer problem for any other reason, or just go ahead and file? And if I should worry about it, are there any recommendations on how to get it to work correctly?
Thanks in advance.
Regards,
-Chuck
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Did you click on QuickZoom and see what is displayed on that worksheet?
JimA
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Thanks, Jim –
I did. It brings up a selector to choose among my dependents. And when I pick the student, it takes me to the form from the first picture – the one where the boxes are selected correctly.
Regards,
-Chuck
What I would try would be click on the zoom link and recomplete the form, rechecking the correct boxes, etc. You might also check for updates to the software, making sure you are running the most current version. Maybe they discovered a coding error and have now fixed it.
Is there a support forum where you could ask questions or point out issues?
And, of course, there is the always reliable “turn it off and then turn it back on” solution. 
JimA
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Hey Chuck, did you ever manage to resolve the issue?
The curious are curious,
JimA
I haven’t, yet. I just got my final expected investment form, and I expect to tackle both that and the college-related stuff this weekend.
Thanks for your guidance.
Regards,
-Chuck
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After a recent update, TurboTax handled the students’ information far better than it had previously. I still needed to go to forms mode to enter the fees paid to the schools and back out an entry for a tax credit we didn’t qualify for that was blocking some of the money taken from the 529 from being considered as qualified withdrawals.
The good news is that I can now justify the relevant entries in the tax forms and the math appears to be correct to the best of my ability to follow the logic. The not-so-good news is that I pay TurboTax so that I don’t have to muck around with tax forms and manual calculations.
Regards,
-Chuck
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