If you are preparing the tax returns linked together in Turbo Tax you will only need to provide the tuition information under your spouse’s name and the software will provide the amount of available tuition that is transferable and an entry box to provide the amount to transfer (up to the maximum). Verify the amounts are reporting correctly in the detailed tax summary.
You can find a detailed summary of your tax return under the "Review" tab > "Bottom Line (tax summaries)"> then look for the paper and magnifying icon in the lower left hand corner, select "Detailed Tax Summary". You will have a line by line sample of the Federal Tax Return.
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