You can access your clients’ my529 tax documents

Tax deadlines are approaching and my529 is here to lend a hand.

my529 makes it easy for you and your clients to access the documents they need to fill out their 1040s.

If your client made a withdrawal in 2024, their IRS Form 1099-Q is available in their online my529 account under the Documents tab.

Utah residents who made a contribution, withdrawal or transfer in 2024 will also receive a Utah state income tax form TC-675H, which is available in their online my529 account.

The documents are also available through your advisor portal. Read below for how to access your client’s tax documents.

The April 15 federal tax filing deadline also represents the deadline for contributions to a Roth IRA that will count for the 2024 tax year. Federal law allows the transfer of 529 funds to a Roth IRA account, with certain limitations. See our FAQ.

The deadline for contributions to a 529 plan that count for the 2024 tax year ended on December 31, 2024.

To access your client’s tax documents:

1. Once logged into the advisor portal, click on Existing Accounts from the drop-down menu.

2. Click on the three dots next to your client’s name and select Documents.

3. Tax documents are located in the Documents section.

From the FAN — Spring 2025
Books and laptop isolated on white background.
Who gets the 1099-Q?
If funds were sent to the account ownerThe account owner
If funds were sent to the beneficiary or the schoolThe beneficiary

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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.