I have been trying for two weeks to get my son's filing to show something other than $0 to transfer. When I go to his summary, it clearly shows that there is surplus from 2023 tuition. But the program absolutely refuses to show that amount. And since individual forms cannot be viewed, in the online deluxe version, you cannot see what is going on behind this. You are at the mercy of the software.
I have cleared the cache, went to my return and entered dependent information correctly. But the problem remains with the student's forms. It just will not place to surplus in the transferable box. Only wants to place it in the carry-over.
