AnnetteB6
Expert Alumni

State tax filing

If you are the person who started the account, then the account is 'yours'.  The beneficiary is the person who will presumably use the funds in the account to attend college.  So, if the account was set up with your dependent as the beneficiary, then enter their name in the beneficiary field.

 

As long as you are the one who started the account, then you will enter your contributions made to 'your' account.  Most 529 plans allow you to contribute (but not necessarily deduct) to an account that was set up by someone else -- that is what is meant by contributing to an 'other' account.

 

If you are still not sure whether the account is set up in your name, but with your dependent as the beneficiary, then you should contact the 529 plan administrator or check your statement for the account.  

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