JustAnswer > Finance
Ask A Question|Register|Login|Help
JustAnswer

Finance

Ask a Finance Question, Get an Answer ASAP!

Have your own Finance question?

2 Financial Professionals are Online Now
characters left:
Not a Finance Question?

Related Finance Topics:

  • Tax
  • ,
  • Line
  • ,
  • Money
  • ,
  • Income
  • ,
  • Investment
  • ,
  • Income Tax
  • ,
  • Internal Revenue Code
  • ,
  • Income Tax Return
  • ,
  • Miscellaneous
  • ,
  • 1040nr
Bookmark and Share

Question

My wife and I put $35k in a NY 529 plan over the past few years.   It's currently worth only $25k. Due to a layoff we need to withdraw the money and use it for living expenses. What are tax penalties/costs associated with doing that?

Submitted: 268 days and 16 hours ago.
Category: Finance
Value: $15
Status: CLOSED

Accepted Answer

The part of a distribution representing the amount paid or contributed to a QTP does not have to be included in income. This is a return of the investment in the plan. Since in your case the amount you receive is less than the amount you contribution, you do not include any amount in income. Since no amount is included in income, you do not owe the 10% penalty (Generally if you receive a taxable distribution, you owe a 10% additional tax on the amount included in income)

 

Since in your case you will suffer a loss, you may be able to take the loss on your income tax return. You can take the loss only when all amounts from that account have been distributed and the total distributions are less than your unrecovered basis. Your basis is the total amount of contributions to that QTP account. You claim the loss as a miscellaneous itemized deduction on Schedule A (Form 1040), line 23 (Schedule A (Form 1040NR), line 11), subject to the 2%-of-adjusted- gross-income limit.

 

 

Let me know if you have any question.

 

Please note: This advice is provided with the understanding that all the relevant facts have been provided by you. Any change in facts might affect the advice given and hence may not be relied on in such cases. Nothing contained in this reply was intended or written to be used, can be used by any taxpayer, or may be relied upon or used by any taxpayer for the purposes of avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code of 1986, as amended.

 

Picture
Expert: RD
Pos. Feedback: 99.4 %
Accepts: 1025
Answered: 6/23/2009

Certified Public Accountant (CPA)

MBA, CPA

Related Finance Questions

  • Assume that P uses the equity method of accounting for its
  • In business, what is the legal term and difference in a term...
  • Question on refinancing property that has just been transfer...
  • Under poor advice from his accountant, my husband spent a su...
  • Locked: For BusinessTutor Hello, First, I want to say th...
  • 1. The heading of the worksheet should appear as A. Platt
  • Will it be difficult to switch banks from TD Canada trust to
  • What's the best credit card out there for someone who doesn&



Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.
Question List | Become an Expert | Terms of Service | Security & Privacy | About Us
© 2003-2010 JustAnswer Corp.