How Do I Handle 529 Plans?
We currently don't include questions about 529 account balances, contributions, and withdrawals in ESPlanner or ESPlannerPlus. We intend to do so in a future update.
In the meantime, please enter contributions to your 529 accounts as non-deductible special expenditures and enter the projected withdrawals based on these contributions as well as your current 529 balances as future non-taxable special receipts. You'll have to do a side calculation to determine the withdrawals.
Again, I apologize for not having this functionality in the current program. It's high on our priority list.
best, Larry
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Has the 529 functionality been updated yet? If not, ETA?
We finally have an answer for this.
It will be in the next release update (on or about 01-May-2009).
Best,
Dick Munroe