..... And then it asks for excess contributions in 2024. What does that mean?
I put zero in for now but it recommends a re-review and then it asks for contributions made 2023 and earlier.. again what is this The sum of everything we put in the 529 plan I am lost?
As an FYI I put in the 15K I mentioned in my first post and zero for the next two amounts mentioned in this post... nothing seemed to change after yet another review but I like to know what I'm supposed to put in there before I file.