bjscheel
Level 3
06-22-2021
08:11 AM
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Client will be cashing out a 529 that went unused. Does the cost basis include reinvested dividends or just contributions? Thinking not the reinvested dividends, since they weren't taxed. Can't find the answer online.
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sjrcpa
Level 15
06-22-2021
08:50 AM
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Just contributions.
The more I know the more I don’t know.