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Get your taxes done using TurboTax
Thank you for the quick response; I appreciate it. However, as I understand the rules and instructions what you have described is how you handle contributions to a 529 account owned by someone other than yourself (the contributor). In that case you have to provide the information about the account owner. In my situation, I am making contributions to two 529 accounts where I am the owner of the account. The TT form and Colorado tax form only seem to request the total dollar amount contributed with nothing required about the beneficiary of the account.
March 1, 2024
7:44 PM