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529 plans
About the 529 plans category
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3
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Opening 529 for yourself then changing bene to a grandchild?
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7
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Whose SSN is used in the 1099-Q for a non-qualified distribution?
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2
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Closing out 529 plan - some questions about whom (account owner or beneficiary) to send the distribution
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2
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K-12 Withdrawals
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2
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Transfers to Second Cousins?
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4
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Question on Excess Contribution and Distributions to 529
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5
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Can I use the 529 fund to pay for housing over the COA for an out-of-state internship?
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3
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529 Ownership: Independent Student or Independent Student's Parents
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3
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Rollover Or Transfer?
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5
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Who pays the penalty on FBO excess distributions?
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3
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Does UPromise transfer to 529 count against annual gift tax exclusion?
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1
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How on earth do student loans not count as a qualified higher education distribution form the 529?
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11
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Transferee owner change beneficiary?
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1
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Are there plans that permit joint ownership?
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3
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Rollovers are a taxable event?!
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1
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Change of beneficiary, is it considered a gift
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6
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Room and Meal Plan Refund during COVID19 semester
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8
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529 Transfer Question
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2
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529 Transfer vs Rollover
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1
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Continue contributing to Minnesota 529 while kids in college?
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2
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Tranfer 529 ownership to daughter after she is married?
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4
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Withdraw this year for last year's summer school
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2
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Calculator for 529 plan funding with reports
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1
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Connecticut changes plan provider
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1
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1099 Q and Covid Related Recontributions
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5
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12/31/20 distribution mismatch
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3
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Checking Account Payable on Death to a 529
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2
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Redeem Texas prepaid tuition
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1
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Tax on principal/earnings of 529 scholarship-exemption withdrawal?
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2
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