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Education
Q. Where would I indicate the indirect rollover to the 529?
A. You get a screen titled Distribution Transfer, which asks Was all or part of this distribution of $xxxx rollover to another qualified tuition program...... Check Yes and follow the interview.
Thanks, but I don't get this screen. I only get a screen asking if the Coverdell ESA was transferred to another Coverdell ESA within 60 days. Which is not right, since it was a 529 technically, but I believe the right answer is to choose "yes" here nonetheless.
Yes, it was a valid rollover, so it should not be generated the returns then as you mentioned.
‎January 22, 2023
3:40 PM