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Level 1
March 26, 2021
Question

Where in the federal tax can I enter and keep track of New York 592 basis and contributions

  • March 26, 2021
  • 1 reply
  • 1 view

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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1 reply

Just-Lisa-Now-
Intuit Community Champion
March 26, 2021
529 plans. Nowhere in the Federal.
The financial institution holding the money should be keeping track of this and sending statements.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪