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gr79
New Member

I became the primary owner of a 529 college account this tax year. Do I need to file anything?

I neither took money out of the account nor added any in to it – the account was simply transferred to my name. Do I need to file anything?
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KenH1
New Member

I became the primary owner of a 529 college account this tax year. Do I need to file anything?

No you do not.   Only when contributing (certain states only) and when you withdraw (regardless of your state).

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1 Reply
KenH1
New Member

I became the primary owner of a 529 college account this tax year. Do I need to file anything?

No you do not.   Only when contributing (certain states only) and when you withdraw (regardless of your state).

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