Missouri Tax Preparer

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  • Granny
    Junior Member
    • Feb 2007
    • 7
    #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
    Tags: None
    • Larmil
      Senior Member
      • Dec 2006
      • 621
      #2
      Originally posted by Granny
      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.

        Comment

        • Granny
          Junior Member
          • Feb 2007
          • 7
          #3
          Missouri Tax Preparer

          Thanks!

          Granny

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