About jbkuang

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Re: Form 8815 and Savings Bonds Rollover to 529 (QTP)

Hi@Hal_AlI must apply👍to your knowledgable answer and patient reply even though I end up writing a check of respectable amount to Uncle Sam.Such a helpful foru...

jbkuang

Updated Jul 12, 2023
Re: Form 8815 and Savings Bonds Rollover to 529 (QTP)

Thanks very very much @Hal_AlQTP 529 rollover has no income limitation. However, the TT education interview did not seem to recognize that and determined that I...

jbkuang

2

Updated Jul 12, 2023
Re: Form 8815 and Savings Bonds Rollover to 529 (QTP)

Hi there,I cashed some EE series savings bond and received 1099INT from my bank. The fund was immediately (or within two days) transferred to a newly setup 529 ...

jbkuang

6

Updated Jul 12, 2023

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Date Registered	‎June 10, 2021 12:29 PM
Date Last Visited	‎June 15, 2021 5:09 PM
Total Messages Posted	3

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