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After you file
Thank you for the reply. Do you have a source for this? I have looked everywhere and I find this 60-day rule only with respect to retirement plan rollovers. I cannot find any IRS document, code or regulation stating this 60-day rule applies to the i-bond/529 situation. The 529 contribution here is not a true “rollover,” but more akin to an education expense.
April 9, 2025
6:53 AM