How to model future contributions to 529?


I see I am able to input the current balance of a 529 account, and schedule withdrawals. I expect to contribute 15K to this account each year for the next 5 years. How to I do this? Negative withdrawals???!!


dan royer's picture

If you enter the amount you want in total and the year you want it funded by, you'll see the contributions appear in the 529 report.

It took me a couple minutes for the light to go on in my head, but I've got it sorted out now, and have the future contributions showing correctly.

Thanks, Dan!

dan royer's picture

Yes, it's not that friendly really. It's a bit counter intuitive.

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