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State tax filing
Thank you. I though this might be the case.
In 2020, I cashed in $9008 total value of USSB where $4000 of the total was the original principal and rolled the whole $9008 into a 529 plan for my daughter. I did not treat that $4000 as a tax deductible contribution.
So that means I should be able to be file an amended 2020 return and deduct up to the limit allowed for that year and then use what it is left as a carryover deduction to an amended 2021 WI State Return? I think that would get me a some more refund back if went through the trouble of doing two amended returns for those two years?
Thank you so much for your help!
March 10, 2024
7:02 PM