It seems that I messed up with 529. Since last year I have Vanguard 529 which is registered in Nevada but I am NY resident. I assume that I am missing tax benefits? Any advice what I should do now?

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Does ny allow a deduction for 529 contributions? If so do they need to be the ny plan. That is how it works in ILL. I can only get a state deduction for the ill plan.

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I believe you can open a 2nd 529 account and move your funds

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I did this a few years ago and no issues and then was able to claim the deduction

Move to TX. Don’t worry about state taxes.

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Depends if NY ha a tax benefit. I live in CA but use NV as we don’t have a tax benefit.

I was not able to find if I must have NY 529. Most likely...

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