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How do I report rolled over 529 funds? I rolled over funds from another state's 529 college savings account into a Wisconsin 529 this year. Do I get credit for principal?
No money was disbursed, rolled over directly and continuing to grow for many years to come. I can see on the state return where I enter current year contributions, but the only rollover options are for me rolling funds to a different state to pay eligible expenses. How do I explain the contribution from the rollover into Wisconsin?
‎February 23, 2025
6:23 PM