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Wisconsin Edvest filing information
The wording while filling out the Wisconsin Edvest is confusing and I don't quite know what to put in.
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?
March 9, 2024
6:49 PM