Non-Qualified Withdrawals from Coverdell and 529s

1 votes

Flowchart to determine taxable amount for non-qualified withdrawals. For example, determine cost basis, see if any 10% penalty exceptions apply, consider other non-withdrawal options (changing beneficiary).

Under consideration Suggested by: Jim Uren (18 Nov, '22) • Upvoted: 18 Nov, '22 • Comments: 0

Add a comment

Message

0 / 1,000

Name

* Your name will be publicly visible

* Your email will be visible only to moderators

I consent to my submitted information being stored and used according to Feature Upvote's Privacy Policy and Acceptable Use Policy.