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Reply to "How to find out info on dependent 529 plans? "
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[quote=Anonymous][quote=Anonymous]The other PPs are correct - these plans don't belong to you or your children, and they aren't under the control of you or your children. There should be no reason to report them to your work. I am also required to report certain types of accounts at work, but I don't include 529s that my parents put in place for my kids because I have no control over them. Depending on financial reporting you are required to provide, it is possible you don't even need to include the 529 plans you own. My 529 plans don't allow me to trade individual stocks, and that is what my work cares about monitoring, so they told me I don't have to include them. [/quote] +1 I work in finance, and have to have report all my information as well, and 529s are an exception (unless I am the owner, which you are not OP.) [/quote]
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