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June 19, 2020
Question

How do I stop the 529 1099-Q calculator from rounding up box 2 and 3 so it won't equal box 1?

  • June 19, 2020
  • 1 reply
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1 reply

Hal_Al
Employee
June 19, 2020

Do the rounding yourself.  That  is force box 2 and box 3 to equal box 1. Round up box 2 (since it's potentially taxable) and round down box 3.