1. Basis: Add up your Total Contributions over the 15 years and the Total amount is your BASIS.
2. Total Value of your Coverdell ESA as of 12-31-2022 - This is the TOTAL ACCUMULATED VALUE of your Coverdell Account which consists of YOUR CONTRIBUTIONS plus the INTERESTS or EARNINGS over the 15 years.
SallyJane *SJ* Lim, CFP, CLU, LUTCF
email: [email address removed]
website: SallyJaneInsurance.com
