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Request by Turbotax for contributions and withdrawals from NYS529 going back to 1998
To the group, I just got off of the phone with NYS529 central and they do not have any knowledge of this requirement by NYS Taxation.
More importantly, they only keep records availalbe on line going back 7 years, so the request is impossible to do unless you have been tracking your contributions and withdrawals since inception.
This appears to be an Intuit data request. And if you do not answer it, the State will complete without the information, so my suggestion is skip over this and finish your taxes.
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‎April 15, 2024
6:56 AM