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March 15, 2025
Question

what form do I include for the 529 contribution I made ?

  • March 15, 2025
  • 1 reply
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is my 529 contribution tax deductible ?

    1 reply

    March 15, 2025

    Typically, contributions made to a 529 plan are either deductible or a credit on your state tax return, but not the Federal.  

     

    The contributions that you made will be reported on your state return.  The directions to get to that page are different for every state, but you can look for something under an Education section for a credit or deduction.  If you have difficulty finding it, come back here and share the state you are filing so someone can give you further guidance.

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