Frontloading 529 plan contribution - Spidell

Frontloading 529 plan contribution

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Message Board Frontloading 529 plan contribution

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    • #275149
      Anonymous
      Participant

      If you frontload the 529 plan contribution, do you file a 709 each year that you are spreading the contribution or just once in year 1?

    • #275193
      Mike Giangrande
      Participant

      If a gift tax return is required, then you file it in the year of the gift only (year 1).

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