Just thought I'd share that the new FAFSA has a new logic that will request information about rollover amounts after using the IRS DRT if the parent indicated that they had an untaxed rollover amount. Yea! (I'm not 100% sure exactly how/when the questions appear when completing the FAFSA, because I only have screen shots, but at least it's addressed. Once I can view a demo, I'll report on how it all works.)
There are still too many confusing questions, IMHO, but every move in the right direction is a good thing.
↧