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Solved Re: 429 Plan Withdrawal using Owner Name instead of Beneficiary

thanks Hal. I appreciate you taking the time to answer my questions. I won't enter the 1099-Q information - I am a little worried that the IRS will wonder why I...

hegs

Updated Feb 29, 2024
Solved Re: 429 Plan Withdrawal using Owner Name instead of Beneficiary

thanks for the prompt answer! If I don't enter the 1099-Q does the IRS request proof that the 529 distribution did get paid towards my daughter's education expe...

hegs

2

Updated Feb 29, 2024

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Posted Re: 429 Plan Withdrawal using Owner Name instead of Beneficiary on Education. ‎February 29, 2024 7:08 PM
Cheered Re: 429 Plan Withdrawal using Owner Name instead of Beneficiary for SusanY1. ‎February 29, 2024 7:08 PM
Posted Re: 429 Plan Withdrawal using Owner Name instead of Beneficiary on Education. ‎February 29, 2024 6:54 PM
Cheered Re: 429 Plan Withdrawal using Owner Name instead of Beneficiary for KrisD15. ‎February 28, 2024 7:46 PM
Cheered Re: 429 Plan Withdrawal using Owner Name instead of Beneficiary for Hal_Al. ‎February 28, 2024 7:45 PM
Cheered Re: Education expenses for AmyC. ‎February 28, 2024 7:12 PM
Posted 429 Plan Withdrawal using Owner Name instead of Beneficiary on Education. ‎February 28, 2024 7:00 PM

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Date Registered	‎February 28, 2024 6:50 PM
Date Last Visited	‎February 29, 2024 10:29 PM
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