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[quote=Anonymous][quote=Anonymous]OP here. Thanks everyone. One more question. Spouse and I have been fudnign529 from a joint account. Sometimes we file taxes separately, whichever saves us more that year. Will this cause any issue? Do we need to be funding from accounts that just have one of our names in the years we file separate?[/quote] I doubt the IRS is looking so closely. You can make a separate gift to the 529 plan each from the joining account. If you get audited, just keep a record to show you didn't individually or collectively exceed the gift tax limit without filing the proper form for superfunding. [/quote]
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