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February 21, 2023
Question

Why do the prompting questions for a qualified 529 distribution only include elementary or high school, but not middle? (And if it doesn't matter why ask the question?)

  • February 21, 2023
  • 1 reply
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Under the "What level(s) of school did this student attend in 2022?" question, middle school is missing.

1 reply

February 21, 2023

Middle school tuition can be paid with 529 distributions. Middle schools are also known as junior high schools.

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dcubedAuthor
February 22, 2023

Thank you.

I just don't understand why the Turbo Tax prompting question only has elementary or high school as options. It should either have all 3 (if differentiating matters), or just have one option for K-12. The omission forced me to decide whether middle school is really elementary school or high school, which is a needless hassle.

January 26, 2024

Yes, this is puzzling, and was never really answered. I guess I'll put High School instead of Middle, but this doesn't make sense.