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weissjohn
New Member

I received 4000 from my edvest account to pay for college expenses. Turbo tax is asking me if i transfered the money to another qualified plan. What does that mean?

 
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Anita01
New Member

I received 4000 from my edvest account to pay for college expenses. Turbo tax is asking me if i transfered the money to another qualified plan. What does that mean?

It is asking if you rolled the money over into another retirement account but you did not, so you would say you did something else with it.

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Anita01
New Member

I received 4000 from my edvest account to pay for college expenses. Turbo tax is asking me if i transfered the money to another qualified plan. What does that mean?

It is asking if you rolled the money over into another retirement account but you did not, so you would say you did something else with it.

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