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Money and Finances
Reply to "529 Plan: Transfer from DC to UT after 2 year recapture"
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[quote=Anonymous]I was under the impression that the fund could stay open and the deductions would be acceptable if new money is going into the fund every year. See below: 2013-fund 8K 2014-fund 8K, deductions for 2013 2015-fund 8k, deductions for 2014 2016-fund 8k, deductions for 2015, transfer 2013 to UT 2017-fund 8k, deductions for 2016, transfer 2014 to UT 2018-fund 8k, deductions for 2017, transfer 2015 to UT I don't know how to calculate what gains can be trasferred in 2016 and beyond.[/quote]
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