2023 tax documents available this month

It’s tax season, and my529 will make tax documents available to you this month to help you prepare your 2023 tax returns. Expect to receive documents by January 31, 2024.

If you withdrew or rolled over funds from your my529 account in 2023, you will receive an IRS Form 1099-Q. Utah taxpayers who contributed, withdrew funds or rolled over funds from their my529 account in 2023 will receive a Form TC-675H.

You can access your tax documents by logging in to your my529 account.

If your communication preferences are set for mail delivery: Look for a physical copy of the documents in your mailbox by January 31, 2024. You will still be able to retrieve documents online. If you do not receive your IRS Form 1099-Q, or for contributing Utah taxpayers, your Form TC-675H by January 31, 2024, you may access forms via your online account or by contacting my529.

See my529.org/2023-tax-document-information for more information about 2023 tax documents and recipients. You can also refer to the Program Description.

Want to make your my529 experience paperless? Get the details at my529.org/go-paperless.

Want to make your my529 experience paperless? Get the details at my529.org/go-paperless.

Winter 2024 Newsletter

Another Morningstar Gold for my529
Get in the saving habit
Did you hear about FAFSA updates?
Tax documents available this month
SECURE 2.0 and 529 plans

Related Topics

who can participate

Who Can Participate?

my529 low fees

my529’s Low Fees

tax advantages

Tax Advantages

qualified expenses

Qualified Expenses

college planning center

College Savings Estimator

Find us on social media:

Important Legal Notice

Investing is an important decision. The investments in your account may vary with market conditions and could lose value. Carefully read the Program Description in its entirety for more information and consider all investment objectives, risks, charges and expenses before investing. For a copy of the Program Description, call 800.418.2551 or visit my529.org.

Account Value. Investments in my529 are not insured or guaranteed by my529, the Utah Board of Higher Education, the Utah Education Savings Board of Trustees, any other state or federal agency, or any third party. However, Federal Deposit Insurance Corporation (FDIC) insurance is provided for the FDIC-Insured investment option. In addition, my529 offers investment options that are partially insured for the portion of the respective investment option that that includes FDIC-insured accounts as an underlying investments. Units in my529 have not been registered with the United States Securities and Exchange Commission or with any state securities commission.

FDIC insurance is subject to limits set by federal law. Click here for more information about FDIC Insurance.

Non-Utah Taxpayers and Residents. The state in which you or your beneficiary pay taxes or live may offer a 529 plan that provides state tax or other benefits, such as financial aid, scholarship funds, and protection from creditors, not otherwise available to you by investing in my529. You should consider such benefits, if any, before investing in my529.

Consult an advisor. my529 does not provide legal, financial, investment, or tax advice, and the information provided on this website does not contain advice and cannot be construed as such or relied upon for those purposes. You should consult your own tax or legal advisor to determine the effect of federal and state tax laws on your particular situation.

Morningstar rating. A Morningstar Analyst Rating for a 529 college savings plan is not a credit or risk rating. Analyst ratings are subjective in nature and should not be used as the sole basis for investment decisions. Morningstar does not represent its analyst ratings to be guarantees. Please visit Morningstar.com for more information about the analyst ratings, as well as other Morningstar ratings and fund rankings.

my529 does not pay commissions, loads or sales charges to financial advisors nor does it endorse financial advisors.

Information on this website is believed to be accurate when posted and is qualified in its entirety by the Program Description.