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Reporting QTP on Savings Bond to 529 rollover for non-dependant daughter
While attempting to enter details on Form 8815 for the rollover of savings bonds to a 529, as a QTP, line 1a on the 8815 asks for the name of the recipient. Since our daughter is no longer a dependent, I can't enter her name, but the 529 is in her name. I don't believe she needs to be a dependent for her 529 to accept a rollover from tax exempt savings bonds. How can I proceed?
‎April 5, 2025
12:53 PM