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February 24, 2024
Discussion ongoing

DC 529

Related products:Lacerte
  • February 24, 2024
  • 1 reply
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Can Intuit add a 529 contributions input screen in Lacerte for the DC College Savings Plan that is similar to the Maryland or Virginia input screens within Lacerte?  DC allows for carry forward of contributions in excess of $4,000 per spouse.  It is tedious to manually track this and carry forward the inputs each year, and it appears Intuit already has the software developed for this (it just needs to be added to DC returns).

For details, see 2023_D40_Book_Final_012324.pdf (dc.gov) Page 56/96, Calculation B Instructions, Line 6.

1 reply

February 29, 2024

Thanks for the idea to add a 529 contributions input screen in DC (like Maryland and Virginia). We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. > Lacerte Idea Exchange


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