Thanks. What are the tax implications if a 529 account with the parent as the beneficiary is inherited after death. Can it be bequeathed to a grandchild instead...
But why would anyone create a 529 plan with the child as the beneficiary. Isn't it always better to create it in one's own name and then change beneficiary to t...
I am not adding that amount to a subsequent year. Just transferring that amount to a brokerage account of the child. Since the child was under 5 we had not crea...
How far back can you go when filing the form 709 when the gift is under the exclusion limit for that year? E.g Can I now file form 709 for the year 2019's cash ...
Two kids.None of the gifts exceed $15,000 per person per year.My challenge is that we have been somewhat lax about explicitly identifying in provable terms (to ...