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Level 1
posted Feb 14, 2023 9:11:54 AM

Why is turbo tax asking for all contributions to my New York 529 accounts?

Turbotax is asking for the total of all contributions (1998-2022) to my New York 529 accounts. It hasn't done this before. No withdrawals have been made from the accounts yet. The NYS 529 site does not give you this information in a summarized way. For each account I had to pull the year end statement and sum all of those.

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