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State tax filing
Thank AmyC
Fortunately in my case I am the account owner and have the paper trail.
I took 7 years of deductions based on contributions to my son's and daughters accounts. I was just trying to figure out how to account for the deducted contribution on my daughter's return, since the non-qual withdrawal was paid to her not to me.
Either I claim no deducted contribution (aka it was all to my son), the entire amount (aka it was all to my son), half the amount (aka half was to my son, half to my daughter), or whatever I decide belongs to her vs him.
‎April 12, 2025
8:35 AM