mimi57001
Level 3
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Hi Hal_Al,Thank so much for your response! It's really helpful.By the way, the google AI on Roth IRA has the income limit but when I searched online from smart5...
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Hi Hal-Al,Thanks for your response. I have two more questions.1. You mentioned that we can rollover my son's Coverdell account to his 529 plan and then to a Rot...
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Hi Hal Al,Thanks for your response! For question#2, the ESA I overfunded is my son's Coverdell account, not a 529 plan. My son and my daughter both have Coverde...
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Thanks NCPerson! That was what I initially suspected. The estimate listed on the school website is much much lower than the actual expenses we paid out to the s...
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Hi, CarlThanks for your response! Just want to make sure that I get it right. If I will be paying the higher dorm cost and meal plan assuming my son lives on ca...
Activity Feed for mimi57001
- Cheered Re: 529 plan scholarship penalty exception reporting and ESA rollover re: overfunding education accounts for Hal_Al. October 16, 2024 7:45 AM
- Posted Re: 529 plan scholarship penalty exception reporting and ESA rollover re: overfunding education accounts on Education. October 4, 2024 11:54 AM
- Cheered Re: 529 plan scholarship penalty exception reporting and ESA rollover re: overfunding education accounts for Hal_Al. October 4, 2024 11:10 AM
- Cheered Re: 529 plan scholarship penalty exception reporting and ESA rollover re: overfunding education accounts for Hal_Al. October 4, 2024 11:09 AM
- Cheered Re: 529 plan scholarship penalty exception reporting and ESA rollover re: overfunding education accounts for Hal_Al. October 4, 2024 11:09 AM
- Cheered Re: 529 plan scholarship penalty exception reporting and ESA rollover re: overfunding education accounts for Hal_Al. October 4, 2024 11:07 AM
- Cheered Re: 529 plan scholarship penalty exception reporting and ESA rollover re: overfunding education accounts for Hal_Al. October 4, 2024 11:07 AM
- Posted Re: 529 plan scholarship penalty exception reporting and ESA rollover re: overfunding education accounts on Education. September 30, 2024 9:50 AM
- Posted Re: 529 plan scholarship penalty exception reporting and ESA rollover re: overfunding education accounts on Education. September 28, 2024 6:20 PM
- Posted 529 plan scholarship penalty exception reporting and ESA rollover re: overfunding education accounts on Education. September 27, 2024 6:38 PM
- Posted Re: Off campus room and board 529 plan allowable claim amount on Get your taxes done using TurboTax. August 8, 2022 8:22 AM
- Cheered Re: Off campus room and board 529 plan allowable claim amount for NCperson. August 8, 2022 8:22 AM
- Posted Re: Off campus room and board 529 plan allowable claim amount on Get your taxes done using TurboTax. August 8, 2022 6:55 AM
- Posted Off campus room and board 529 plan allowable claim amount on Get your taxes done using TurboTax. August 7, 2022 8:27 AM
- Posted Re: 1099-Q tax questions on Education. February 23, 2022 6:32 AM
- Cheered Re: 1099-Q tax questions for DianeW777. February 23, 2022 6:31 AM
- Posted Re: 1099-Q tax questions on Education. February 22, 2022 8:48 PM
- Cheered Re: 1099-Q tax questions for ThomasM125. February 22, 2022 8:45 PM
- Cheered Re: 529 plan accidental withdrawal - tax and penalty implication for Hal_Al. February 22, 2022 8:27 AM
- Cheered Re: 529 plan accidental withdrawal - tax and penalty implication for Hal_Al. February 22, 2022 8:27 AM