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.

tax advantages

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