Request by Turbotax for contributions and withdrawals from NYS529 going back to 1998

Forum|Forum|2 years ago
April 15, 2024
1 reply
0 views

To the group, I just got off of the phone with NYS529 central and they do not have any knowledge of this requirement by NYS Taxation.

More importantly, they only keep records availalbe on line going back 7 years, so the request is impossible to do unless you have been tracking your contributions and withdrawals since inception.

This appears to be an Intuit data request. And if you do not answer it, the State will complete without the information, so my suggestion is skip over this and finish your taxes.

Not A Product Question

maglib

Employee

@keithmcphail2 it is not required to file but, helpful to maintain as in the future if you take the funds out to know your basis for potential taxes. TT is asking just like asking about IRA prior contributions so you maintain tax history all in one place.

**I don't work for TT. Just trying to help. All the best. ***Say "Thanks" by marking as BEST ANSWER and clicking the thumb icon in a post and that I solved your question**Mark the post that answers your question by clicking on "Mark as Best Answer" I am NOT an expert and you should confirm with a tax expert.