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Level 3
October 11, 2023
Question

529 plan liquidation not showing up

  • October 11, 2023
  • 1 reply
  • 2 views

Client liquidated the 529 plan set up for grandchildren. Earnings of ~$11k, no qualified distributions -- but it's not showing up on the return as taxable. Suggestions, plz?

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1 reply

George4Tacks
Level 15
October 11, 2023

This works for me - my guess is you have no input in the highlighted section. 

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