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Is it possible to assign a tax schedule to 529 transfers?

Michael Rosen

I'd like to find a way to include my 529 plan contributions on my tax reports. But the tax schedule doesn't include any states, not even a generic state category for something like this. Is there anything I can do to set this up?

Edition Windows 10 Home
Version 22H2
Installed on ‎10/‎7/‎2020
OS build 19045.3448
Experience Windows Feature Experience Pack 1000.19044.1000.0

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Jim_Harman

Assuming you just want the transfers to appear on the tax reports and do not import Quicken data into TurboTax, you could assign an unused tax line item to the Transfers in for the 529 transfers.

For example you might use Schedule A:Gambling losses. If you use the Tax Planner, you might have to make an adjustment to get it to ignore the deductions.