Apologies for the delay in following up to your question,@NCpersonI did not actually fill out the worksheet. I simply changed the 1099-Q to have the recipient b...
Hello@NCpersonI don't want to be a bother, but could you please look at my last message immediately above and give me your opinion on the points it raises. I am...
I redid the WHAT IF as follows: I changed the 1099-Q so that the recipient is my 529 account beneficiary (daughter).That caused all of the following changesMEFe...
Thank you for your response,@NCperson. The idea of sending proceeds of any withdrawals, either qualified or non-qualified, to the beneficiary (my child) of an a...
YES, THANK YOU!!!!! You have explained it VERY clearly indeed.May I trouble you with a related question? If I have the non-qualified distribution sent to myself...
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