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G
gtsforhim
Level 2
April 15, 2020
Question

Trustee to Trustee Transfer Form 1099-Q

  • April 15, 2020
  • 4 replies
  • 28 views

Has anyone entered a trustee to trustee transfer of a College 529 plan?  Tax form is 1099-Q and software wants to link to a student when in fact they are two children.

Any advice?

Thanks,

Doug

    This topic has been closed for replies.

    4 replies

    itonewbie
    itonewbie
    Level 15
    April 15, 2020

    If this is a taxable rollover, skip over the beneficiary details and just complete the line items for distribution, earnings, basis, etc.

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    G
    gtsforhimAuthor
    Level 2
    April 15, 2020

    Thank you but it is a non-taxable rollover as children are 12 & 8 years old respectively.

     

    itonewbie
    itonewbie
    Level 15
    April 15, 2020

    If that's not a taxable rollover, there's nothing to report then.

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