How do I set up a direct rollover from one state 529 plan to another without triggering a taxable event or waiting weeks for the transfer?
Download run
Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
How do I set up a direct rollover from one state 529 plan to another without triggering a taxable event or waiting weeks for the transfer?
2 real searches · 1 real-search pass
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
ChatGPT real searches (2)
Classes come from the query-classifier (a local Laya model). 2 of 2 calls are low-confidence (under 50%) — hover a query in the table to see its confidence.
Searches and sources
ChatGPT2 real searches · gpt-6
IRS 529 plan rollover direct trustee-to-trustee 60 days once every 12 months beneficiary rules Publication 970 2026 Google ↗
529 plan direct rollover state tax recapture incoming rollover state plan fees transfer processing time Google ↗
- Publication 970 (2025), Tax Benefits for Education · irs.gov
- 26 U.S.C. § 529: Qualified tuition programs · uscode.house.gov
- Rollovers · my529.org
- FAQ · az529.gov
- Forms · nysaves.org
- FAQs · nysaves.org
Queries
2 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
IRS 529 plan rollover direct trustee-to-trustee 60 days once every 12 months beneficiary rules Publication 970 2026 OBSERVED | Google ↗ AI Mode ↗ | — | Reason | — | — | 1x of 1 | |
529 plan direct rollover state tax recapture incoming rollover state plan fees transfer processing time OBSERVED | Google ↗ AI Mode ↗ | — | Comparison | — | — | 1x of 1 |