Question
2024 529 Contributions and Form 8815
This year I converted upwards of 60 series EE bonds issued post 1989 and deposited into my 5 year old daughter's 529 account. We had a no education expenses, and only made contributions to the 529.
Turbo Tax Deluxe Desktop is prompting me to fill out form 8815 with institutional info for the fund.
What information do I provide and where do I find it?
Do I provide the fund name? If so, how do you find the address for such a fund?
Do I provide the brokerage name and address where I purchase the fund?
Should the brokerage/fund provide documentation to help support the 8815?
Why does Turbo tax not prompt for that information or greater 529 info?
Is there a another version of TurboTax that is more helpful for these topics?
