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Nc 529 withdrawal form

Nc 529 forms 2025

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The document outlines the procedures for withdrawing funds from North Carolina's National College Savings Program (NC 529 Plan). It includes instructions for completing a withdrawal request form, specifies the types of withdrawals allowed (qualified, due to scholarship, military academy attendance, death, permanent disability, rollover, and non-qualified), and details the necessary documentation required for each type. Additionally, it provides information on how to submit the form and contact details for assistance.

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Versions	Form popularity	Fillable & printable
2010	4.8 Satisfied (120 Votes)
2009	4 Satisfied (53 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What tax forms do I need for 529?

Form 1099-Q and Form 1098-T will list the amount of the 529 plan distribution and how much you used to pay for college tuition and fees, but it is up to you, the 529 plan account owner, to calculate the taxable portion.

Does North Carolina offer tax deduction for 529?

Four states charge income tax but do not have a 529 state tax deduction: California, Hawaii, Kentucky, and North Carolina.

What happens to a 529 if a kid doesnt go to college?

If the beneficiary of a 529 account doesnt go to college, you canchange the beneficiary or take a non-qualified withdrawal. If you take a non-qualified withdrawal, you will incur income tax as well as a 10% penalty tax on the earnings portionof the account.

What is the NC 529 rating?

Summary. North Carolinas National College Savings Program benefits from Vanguards strong teams but charges a relatively high fee. It earns a Morningstar Medalist Rating of Neutral.

What is the 529 loophole?

Thanks to a recent legislative update and the new 529 grandparent loophole, grandparents who own a 529 account can make significant contributions to their grandchilds education savings without necessarily affecting the grandchilds eligibility for federal student aid.

Which states give tax breaks for 529?

States that offer an income tax benefit for 529 plan contributions Arizona. Arkansas. Kansas. Maine. Minnesota. Missouri. Montana. Ohio.

How to set up a 529 plan in North Carolina?

To open an NC 529 at your local branch, bring identifying information: name, address, Social Security Number (SSN), date of birth for both the participant and beneficiary. If you do not yet know the SSN of the beneficiary, you may open an account without it, but you must provide it later.

Nc 529 forms 2025

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