About joelevy

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Re: Reimbursement from 529 plan

Isn't that for a Coverdale ESA? That's not the same. I'm not talking about xfering into a Coverdale.

joelevy

Updated May 28, 2024
Re: Reimbursement from 529 plan

I'm not sure you're right. Do you know of cases to confirm this.1. The language in the doc you linked just says you need to compare all QTP distributions for th...

joelevy

2

Updated May 28, 2024
Re: Reimbursement from 529 plan

Really? Where is this stated in the IRS rules that it has to be the same year? I think you can withdraw anytime.

joelevy

4

Updated May 28, 2024
Re: Getting a refund on 2018 Kiddie Tax

This. Is this update for "The Secure Act" passed by congress?

joelevy

1

Updated May 12, 2020
Re: Secure Act Retroactive Change to Kiddie Tax

Hi@KarenM90- I get an error when I click that link. Has TT 2018 been updated for TheSecure Act? Need to refile my kiddie tax stuff but waiting for the update. P...

joelevy

Updated May 08, 2020

Activity Feed for joelevy

Posted Re: Reimbursement from 529 plan on Education. ‎May 28, 2024 8:38 AM
Posted Re: Reimbursement from 529 plan on Education. ‎May 27, 2024 7:19 PM
Posted Re: Reimbursement from 529 plan on Education. ‎May 27, 2024 7:01 AM
Cheered Re: Getting a refund on 2018 Kiddie Tax for slowreader. ‎May 12, 2020 1:49 PM
Posted Re: Getting a refund on 2018 Kiddie Tax on After you file. ‎May 12, 2020 7:32 AM
Posted Re: Secure Act Retroactive Change to Kiddie Tax on Get your taxes done using TurboTax. ‎May 8, 2020 4:33 PM
Posted Re: Getting a refund on 2018 Kiddie Tax on After you file. ‎March 30, 2020 5:14 PM
Posted Re: Getting a refund on 2018 Kiddie Tax on After you file. ‎March 29, 2020 9:02 PM
Cheered Re: Getting a refund on 2018 Kiddie Tax for CarissaM. ‎March 29, 2020 8:57 PM
Posted Re: Getting a refund on 2018 Kiddie Tax on After you file. ‎March 29, 2020 6:50 PM
Posted Re: Getting a refund on 2018 Kiddie Tax on After you file. ‎March 29, 2020 5:05 PM

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Date Registered	‎March 29, 2020 5:02 PM
Date Last Visited	‎May 28, 2024 11:58 AM
Total Messages Posted	9

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