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Click ‘Get Form’ to open the Forms - CollegeChoice Advisor 529 Savings Plan in the editor.
Begin by entering your name(s) as shown on Form IT-40/IT-40PNR and your Social Security Number at the top of the form.
In Column A, check the box if you or your spouse do not own the account. If you are the account owner, leave it unchecked.
In Column B, input the account number for each qualified plan where contributions were made. Ensure that the format matches the specified criteria.
For Column C, enter the total contributions made for higher education expenses next to each corresponding account number.
In Column D, record any contributions made for K-12 education expenses in a similar manner.
Follow through lines 10 to 16 by performing calculations as instructed to determine your allowable credit.

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What is the biggest downside to a 529 plan?

Heres the information youll need in order to open your ScholarShare 529 account. Name. Social Security Number or Taxpayer Identification Number. Date of birth. Current address. Investment portfolio decision. Bank account routing number.

What happened to college Choice 529?

529 cons. If not used for college expenses, there is a 10% additional tax on earnings. If not used for qualified expenses, all earnings are taxed as ordinary income (even if the actual earnings were capital gains). The management fees for a 529 account are typically higher than the fees for comparable mutual funds.

How to fill out a 529 application?

The Authority administers an additional 529 plan called CollegeChoice CD 529 Savings Plan (CollegeChoice CD). Effective May 31, 2024, CollegeChoice CD closed to new investors.

How to start a 529 for your child?

Basically, the answer to the question posed in the title is simple: 97% of people are not wealthy enough. Also missing from the article was the mantra that a family should not contribute to a 529 plan unless they have made the maximum contributions to retirement plans first.