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posted Jun 4, 2019 8:30:54 PM

Who is considered the "Trustee" in a 529 account. Is it me (the owner) or is the trustee the State that has the 529 Plan? I need this info to fill form M1529 (Minnesota)

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1 Replies
Level 9
Jun 4, 2019 8:30:55 PM

You as the account owner is the trustee.