I transferred 2 529 accounts from 1 financial institution to another

I transferred two 529 accounts from one financial institution to another and received a 1099-q where box 4 is checked for trustee-to-trustee transfer. Do I need to load this information into turbo tax? If so, where?

243

Level 7

Feb 6, 2022 2:44:01 PM

Yes, you will have to enter form 1099-Q in your tax return.

Go to the search box and type 1099-Q

Click on Jump to Form 1099-Q

Complete the Form 1099-Q

Click on the link for more information

1099-Q

Why sign in to the Community?

I transferred 2 529 accounts from 1 financial institution to another