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Question

Calculating State tax recapture amount on 529 withdrawals taken for non education expense.

Forum|Forum|2 years ago
March 24, 2024
1 reply
0 views

I am considering taking a withdrawal from my OR 529 plan for non education expense. Does the 529 plan administrator calculate the amount that is subject to recapture and report it on the 1099Q ? If not how will the amount subject to recapture be determined or calculated? Turbotax asks for an amount? I have contributed over numerous years and had varying amounts year to year that qualified for state tax deduction.

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