rbs9800
Level 1

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.

0 Cheers
Just-Lisa-Now-
Level 15
Level 15
529 plans. Nowhere in the Federal.
The financial institution holding the money should be keeping track of this and sending statements.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪