rbs9800
Level 1
03-25-2021
08:38 PM
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Grandparents have 3 New York and 1 Virginia 592 plans. Is there anywhere in ProSeries Professional that the basis and contributions can be tracked by grandchild each year until they start to use them? They are not residents in either state. Thanks for your help.
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Level 15
03-25-2021
09:41 PM
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529 plans. Nowhere in the Federal.
The financial institution holding the money should be keeping track of this and sending statements.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
The financial institution holding the money should be keeping track of this and sending statements.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪