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Reply to "VA taxes / 529 accounts - moving between funds tax question "
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[quote=Anonymous]Sorry I wasn’t clear! In my example, I contribute $4k to an account in January. I realize my kid is getting older so in June i move all of the funds from that account into a portfolio considered risk-appropriate for his age. In November I realize I have some extra cash and I decide to make another $4k contribution into this lower-risk account. In my mind, it’s basically the same account, but technically it is in a new portfolio and has a new account number. From what everyone’s telling me, I should separately list each of these accounts, and both of my $4k contributions will be eligible for deduction because they were made to different accounts.[/quote]
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