How do I record contributions to a Virginia 529 plan?

jct2
jct2 Quicken Windows Subscription Member
edited April 2023 in Registers & Transactions (Windows)

I setup the Virginia 529 plan in Quicken Home and Buisness as an investment account. Unfortunately, this doesn't seem to be a way to identify transfers in at tax time. Form ADJ of the 760 lines 8a – 8c are where you report miscellaneous deductions like 529 contributions.

Answers

  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Form ADJ is a Virginia state tax form, right? Quicken does not include any State tax forms.

    It includes just Federal tax forms. There is no Fed form for 529 contributions because they are not deductible at the Federal level.

    Quicken Classic Premier (US) Subscription: R60.15 on Windows 11 Home

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