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ES_WVS_ROR_121523 Page 1 of 3DO NOT STAPLESmart529 SelectSMART529 Select College Savings PlanDirect Rollover Out to Roth IRA Form SMART529 is a program of the Board of Trustees of the West Virginia

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How to fill out smart529 select - distribution

01

Log into your Smart529 account

02

Navigate to the Distribution section

03

Select the Smart529 Select option

04

Fill out the necessary information including the amount to be distributed, recipient's information, and method of distribution

05

Review the details and confirm the distribution

Who needs smart529 select - distribution?

01

Anyone who has a Smart529 Select account and wishes to make a distribution from their account

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What is smart529 select - distribution?

Smart529 Select - Distribution is a specific form used to report distributions made from a Smart529 plan, which is a tax-advantaged savings plan designed for educational expenses.

Who is required to file smart529 select - distribution?

Anyone who has made distributions from a Smart529 plan during the tax year is required to file the Smart529 Select - Distribution form.

How to fill out smart529 select - distribution?

To fill out the Smart529 Select - Distribution form, you need to provide details such as the beneficiary's information, distribution amounts, and the purpose of the distribution, following the instructions outlined on the form.

What is the purpose of smart529 select - distribution?

The purpose of the Smart529 Select - Distribution form is to document and report withdrawals from the plan for educational expenses, ensuring compliance with tax regulations.

What information must be reported on smart529 select - distribution?

The information that must be reported includes the beneficiary's name, the amount of distribution, the date of the distribution, and the qualified educational expenses covered by the distribution.

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