Can I rollover assets from another states 529 plan into my states 529 plan without paying taxes?
Yes. You can rollover balances from another state’s 529 program tax-free. You will need to complete a new Account Application along with a Rollover Request form. The designated beneficiary on the new account must be the same or a member of the same generation of the family of the former designated beneficiary. The designated beneficiary may be the same person on both accounts or a member of the family of the former designated beneficiary.
