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February 29, 2024
Question

I live in NY State. I contribute every month to my granddaughter 529 plan. How can I enter this information on my taxes?

  • February 29, 2024
  • 1 reply
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1 reply

AmyC
Employee
February 29, 2024

You will enter the contributions in the NY state program.  Follow these steps:

  1. Open your return to NY
  2. Continue through residency questions, email, etc  
  3. When you reach Changes to Federal Income, locate Education Adjustments
  4. Select NY 529 account activity, start
  5. Enter NY 529 contributions, enter amount, continue
  6. Any withdrawals? select yes or no, continue

 

 

 

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