nrayko
Returning Member

Wisconsin Edvest filing information

 

The wording while filling out the Wisconsin Edvest is confusing and I don't quite know what to put in. 

 

taxq.PNG

First, is my dependent's name is what I put the Beneficiary blanks?

 

Second, in the required section "A," do I select 'contribution to YOUR Edvest ... acount?' This is technically in my dependent's name so it is not "my" account or is it?

 

Third, do I need to make a selection for "B" which is OTHER'S account? 

 

Fourth, if I do select the first option for "A" there are extra spots at the bottom. The first spot is what YOU contributed to the account. Do I put in our amount here because I did contribute to this account?

 

I guess the bigger question is: is this Edvest account "Mine" even though it is in my dependent's name?