TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

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?)

Forum|Forum|3 years ago
February 21, 2023
1 reply
0 views

Under the "What level(s) of school did this student attend in 2022?" question, middle school is missing.

TurboTax Premier Online

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

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

dcubedAuthor

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.

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.