Not sure I fully follow the logic. Per your note the following is possible, which I think is not correct.Scenario:Parents are filing tax return as JointParents ...
Facts:Coverdell ESA was set up by me (Parent) for the benefit of my sonReceived from Vanguard 1099-Q form with Distribution Code set to ONE (1)From 1099-Q didn'...
The 1099-Q has my son's TIN on it.It has my name and my son's name as well in the following manner.Father's NameFBO Childs NameAny clarifications you can sugges...
I understand what boxes 2 and 3 are asking.The question is how does one gather this information if the institution that manages the Coverdell ESA does not provi...