Q. Who is the party potentially subject to the tax - the account owner or the beneficiary?
A. In this case, the beneficiary*.
For 529 plans, there is an “owner...
This is not a live chat forum. You post a question and wait or come back later to see the answer. It's usually in minutes if your question is clear. If you sign...
Q. Should I choose myself or my son as the 529 distribution recipient?
A. Your son, the plan beneficiary.
The savings isn't that much. Taxable 529 earnings are...
The sale of your home does not require "itemizing".
You may think you have heard of a deduction of up to $250,000 ($500,000 married) on the capital gain on the...
Which state? I suggest you edit you "subject" description, to identify the state, in order to attract users/experts familiar with that state's TurboTax (TT) pro...
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