dyons
Level 3
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Apologies for the delay in following up to your question,@NCpersonI did not actually fill out the worksheet. I simply changed the 1099-Q to have the recipient b...
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Hello@NCpersonI don't want to be a bother, but could you please look at my last message immediately above and give me your opinion on the points it raises. I am...
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I redid the WHAT IF as follows: I changed the 1099-Q so that the recipient is my 529 account beneficiary (daughter).That caused all of the following changesMEFe...
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Thank you for your response,@NCperson. The idea of sending proceeds of any withdrawals, either qualified or non-qualified, to the beneficiary (my child) of an a...
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YES, THANK YOU!!!!! You have explained it VERY clearly indeed.May I trouble you with a related question? If I have the non-qualified distribution sent to myself...
Activity Feed for dyons
- Got Cheered for Refund monitor for an amended return not starting at zero. April 21, 2025 8:34 AM
- Posted Separating lines 5a and 5b in Form 1040 on Get your taxes done using TurboTax. January 25, 2025 6:25 PM
- Posted Re: Non-qualified withdrawal from NY 529 plan - need help understanding some entries on State tax filing. June 26, 2024 12:57 PM
- Posted Re: Non-qualified withdrawal from NY 529 plan - need help understanding some entries on State tax filing. June 25, 2024 1:18 PM
- Posted Re: Non-qualified withdrawal from NY 529 plan - need help understanding some entries on State tax filing. June 24, 2024 7:27 PM
- Posted Re: Non-qualified withdrawal from NY 529 plan - need help understanding some entries on State tax filing. June 24, 2024 5:00 AM
- Posted Re: Non-qualified withdrawal from NY 529 plan - need help understanding some entries on State tax filing. June 23, 2024 6:44 PM
- Posted Re: Non-qualified withdrawal from NY 529 plan - need help understanding some entries on State tax filing. June 23, 2024 4:54 PM
- Posted Re: Non-qualified withdrawal from NY 529 plan - need help understanding some entries on State tax filing. June 23, 2024 4:42 PM
- Posted Non-qualified withdrawal from NY 529 plan - need help understanding some entries on State tax filing. June 23, 2024 2:59 PM
- Got Cheered for Re: Refund monitor for an amended return not starting at zero. March 16, 2024 2:30 PM
- Posted Re: Refund monitor for an amended return not starting at zero on After you file. March 6, 2024 9:05 AM
- Posted Refund monitor for an amended return not starting at zero on After you file. March 6, 2024 7:01 AM
- Cheered Re: 10% penalty for excess 529 plan distributions for AmyC. April 27, 2021 7:28 AM
- Posted Final print: Schedule 4 and Schedule B not included on Get your taxes done using TurboTax. April 22, 2020 9:02 AM
- Posted Re: Can I change my child's dependent status from year to year to get the best outcome? on Get your taxes done using TurboTax. April 13, 2020 2:02 PM
- Posted Can I change my child's dependent status from year to year to get the best outcome? on Get your taxes done using TurboTax. April 13, 2020 11:23 AM
- Cheered Re: 1098-T worksheet box 2 AND box 7 question for DavidS127. April 12, 2020 10:21 AM
- Posted Re: 1098-T worksheet box 2 AND box 7 question on Education. April 12, 2020 8:07 AM
- Posted Re: 1098-T worksheet box 2 AND box 7 question on Education. April 11, 2020 9:20 AM