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    #1

    Missouri Tax Preparer

    I have a client that put money in a 529 plan thru Merrill Lynch while living in St. Louis. Can I claim the adjustment for 529 on line 8 of the Missouri tax form? I believe some states require you to go thru the state in order to get the credit.

    Thanks,

    Granny
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    #2
    Originally posted by Granny View Post
    I have a client that put money in a 529 plan thru Merrill Lynch while living in St. Louis. Can I claim the adjustment for 529 on line 8 of the Missouri tax form? I believe some states require you to go thru the state in order to get the credit.

    Thanks,

    Granny
    The 529 deduction is taken on line 8 of the MO-A. You need to attach the letter from the plan administrator to the return. The letter must show your taxpyers name.

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      #3
      Missouri Tax Preparer

      Thanks!

      Granny

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