Anyone know if I can rollover over money from a different state’s 529 into NY’s 529 plan and deduct it on my NY state tax return (up to the limits - $5K/individual, $10K/joint)?
Just to follow up on this, I don’t think you can do that but I’m not 100% sure (I saw some conflicting info on the web). You can transfer money from Coverdell to NY’s 529 and deduct it on your NY state tax return. I was looking at different options for some money in a Coverdell and decided for now to just leave it in a Coverdell.
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