kcwojo
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To KrisD15:Thank you for your input, and sorry for the delay in responding, but this is the first I got back to working on this.The issue is the withdrawal was ...
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To GeorgeM777:Thank you again for you reply to my follow-up. I agree that reporting my excess withdrawal (at the end of Dec 2021) in the 2022 tax year would bet...
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GeorgeM777, Thank you for the detailed response. You mention one is able to correct/add to the 1099-T amounts. Where is this done?Since the excess I withdrew ($...
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ColeenD3,Thank you for taking the time to provide such a detailed response. I truly appreciate all you did. I should be all set now. Will post again if I have f...
Activity Feed for kcwojo
- Cheered Re: Made $11K withdrawal from 529 Plan on 12/28/21 for Spring 2022 semester. Money direct to coll... for GeorgeM777. March 19, 2022 10:35 AM
- Cheered Re: Made $11K withdrawal from 529 Plan on 12/28/21 for Spring 2022 semester. Money direct to coll... for GeorgeM777. March 19, 2022 10:35 AM
- Cheered Re: Made $11K withdrawal from 529 Plan on 12/28/21 for Spring 2022 semester. Money direct to coll... for KrisD15. March 19, 2022 10:35 AM
- Posted Re: Made $11K withdrawal from 529 Plan on 12/28/21 for Spring 2022 semester. Money direct to coll... on Retirement tax questions. March 19, 2022 10:34 AM
- Posted Re: Made $11K withdrawal from 529 Plan on 12/28/21 for Spring 2022 semester. Money direct to coll... on Retirement tax questions. March 16, 2022 6:14 PM
- Posted Re: Made $11K withdrawal from 529 Plan on 12/28/21 for Spring 2022 semester. Money direct to coll... on Retirement tax questions. March 16, 2022 9:57 AM
- Posted Made $11K withdrawal from 529 Plan on 12/28/21 for Spring 2022 semester. Money direct to college. 1099-Q shows $11K more withdrawal than 1099-T expenses. How to input? on Retirement tax questions. March 16, 2022 8:15 AM
- Posted Re: In what part of Turbo Tax do I claim the credit first? And in what part do I claim the 529 pl... on Education. April 6, 2021 6:29 PM
- Cheered Re: In what part of Turbo Tax do I claim the credit first? And in what part do I claim the 529 pl... for ColeenD3. April 6, 2021 6:27 PM
- Posted In what part of Turbo Tax do I claim the credit first? And in what part do I claim the 529 plan earnings exclusion? on Education. April 3, 2021 2:24 PM
- Posted Is a life estate deed a gift, a purchase, or an inheritance, for the remainderman? For Form 8949, is the "date acquired" the date of deed or date of death of the grantor? on Investors & landlords. June 4, 2019 2:38 PM