Personal Investments • Ohio 529: can rollover 529 be treated as contribution?

For the same beneficiary, assuming that I had contributed $1,000 to the NY 529 plan and rolled over the account from the NY 529 plan when the value reached $2,000 to Ohio's 529 plan. I was never a resident of NY and did not take any NY state tax deductions. Would I receive a $1,000 or $2,000 Ohio state tax deduction?

Why would Ohio care if the $2,000 contribution was from another plan or my own pocket and my other investment funding?

I plan to call Ohio CollegeAdvantage. But I guess they would ask me to consult my own tax advisors.

Thanks

References
529 Rollover -- Can I deduct it?viewtopic.php?t=138143
Ohio 529 Rollover / Tax questionsviewtopic.php?t=206633

Amounts Contributed to Ohio CollegeAdvantage: Ohio's 529 Plan https://tax.ohio.gov/static/ohio_indivi ... contr.html
Line Item Overview: You may deduct up to $4,000 per beneficiary for amounts contributed to an OHIO 529 (CollegeAdvantage) savings plan and included in your federal adjusted gross income. Other state's 529 plans do not qualify for this deduction. Any unused amounts may be carried forward.

Statistics: Posted by OneJourney — Wed Dec 25, 2024 6:20 am — Replies 2 — Views 126

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