Yes, I have selected “trustee-to-trustee” and I have deleted and restarted the form 5 times with the same result each time. That is why I am saying that this is...
I guess my situation is slightly different than the original post; I rolled funds over directly from a Coverdell ESA to a 529 account. Therefore form 8606 does ...
I am having the exact same issue, and I have gone through this whole process with my financial advisor. We filled out the questions exactly as you have stated h...
