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529 Plans
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- Choosing a 529 Plan
- Resources
College Savings 101
- How to Save for College
- Other Savings Options
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Student Loans
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- Paying for College
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Compare 529 Plans By Features
Plan name | State definition of qualified expenses | |
|---|---|---|
ALABAMA CollegeCounts 529 Fund | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | |
ALASKA Alaska 529 | The state conforms with the federal definition of qualified education expenses, which includes expenses for higher education, apprenticeship programs, interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $10,000 per year in tuition in connection with enrollment or attendance at an elementary or secondary public, private, or religious school. Distributions from a 529 account directly to a Roth IRA are considered a qualified expense.
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ALASKA T. Rowe Price 529 | The state conforms with the federal definition of qualified education expenses, which includes expenses for higher education, apprenticeship programs, interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $10,000 per year in tuition in connection with enrollment or attendance at an elementary or secondary public, private, or religious school. Distributions from a 529 account directly to a Roth IRA are considered a qualified expense. | |
The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | ||
The state conforms with the federal definition of qualified education expenses, which includes expenses for higher education, apprenticeship programs, interest and/or principal on qualified education loans up to a $10,000 lifetime cap per year in tuition in connection with enrollment or attendance at an elementary or secondary public, private, or religious school.
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CALIFORNIA ScholarShare 529 | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap. Withdrawals for K-12 education expenses are not considered qualified for California state income tax purposes. The earnings portion of withdrawals used for elementary or secondary school tuition is subject to California income tax, including the additional 2.5% California tax. Rollovers from a 529 plan account to a Roth IRA will be treated as a Nonqualified Withdrawal and the earnings portion of the withdrawal will be subject to California income tax, including the additional 2.5% California tax. | |
The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education or an apprenticeship program, as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs. This does not include tuition for elementary or secondary education, or education loan payments. Distributions from a 529 account directly to a Roth IRA are not considered a qualified expense for state income tax purposes. | ||
The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education or an apprenticeship program, as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs. This does not include tuition for elementary or secondary education, or education loan payments. Distributions from a 529 account directly to a Roth IRA are not considered a qualified expense for state income tax purposes. | ||
The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education or an apprenticeship program, as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs. This does not include tuition for elementary or secondary education, or education loan payments. Distributions from a 529 account directly to a Roth IRA are not considered a qualified expense for state income tax purposes. | ||
CONNECTICUT Connecticut Higher Education Trust (CHET) | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | |
DELAWARE DE529 Education Savings Plan | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers.
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DISTRICT OF COLUMBIA DC College Savings Plan | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers.
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FLORIDA Florida Investment 529 Plan | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers.
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GEORGIA Path2College 529 Plan | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers.
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The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | ||
The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers.
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The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap. The state's definition also includes distributions from a 529 account directly to a Roth IRA. Tuition for elementary or secondary is not considered a qualified expense for state income tax purposes. | ||
The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | ||
IOWA ISave 529 | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | |
As defined in the Section 529(e)(3) of the Code, such as, the cost of tuition, fees, books, supplies, and equipment required for the enrollment or attendance of a beneficiary at an Eligible Educational Institution, certain of the costs of housing and food (room and board), the cost of computer or peripheral equipment, certain software, and internet access and related services if used primarily while the Beneficiary is attending school.
For both federal and Kansas tax purposes, any reference to a Qualified Education Expense also includes references to (i) expenses for fees, books, supplies, and equipment for the participation of a Beneficiary in an Apprenticeship program (ii) amounts paid as principal or interest on any Qualified Education Loan of either the Beneficiary or a sibling of the Beneficiary up to a lifetime limit of $10,000 per individual, (iii) Postsecondary Credentialing Expenses, and (iv) Primary or Secondary school expenses (up to the then applicable limit).
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As defined in the Section 529(e)(3) of the Code, such as, the cost of tuition, fees, books, supplies, and equipment required for the enrollment or attendance of a beneficiary at an Eligible Educational Institution, certain of the costs of housing and food (room and board), the cost of computer or peripheral equipment, certain software, and internet access and related services if used primarily while the Beneficiary is attending school.
For both federal and Kansas tax purposes, any reference to a Qualified Education Expense also includes references to (i) expenses for fees, books, supplies, and equipment for the participation of a Beneficiary in an Apprenticeship program (ii) amounts paid as principal or interest on any Qualified Education Loan of either the Beneficiary or a sibling of the Beneficiary up to a lifetime limit of $10,000 per individual, (iii) Postsecondary Credentialing Expenses, and (iv) Primary or Secondary school expenses (up to the then applicable limit).
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KENTUCKY KY Saves 529 | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | |
LOUISIANA START Saving Program | The state conforms with the federal definition of qualified education expenses, which includes expenses for higher education, apprenticeship programs, interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $10,000 per year in tuition in connection with enrollment or attendance at an elementary or secondary public, private, or religious school. | |
The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers.
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The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers.
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MARYLAND Maryland College Investment Plan | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers.
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MASSACHUSETTS U.Fund College Investing Plan | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | |
The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | ||
MINNESOTA Minnesota College Savings Plan | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | |
The state's definition of qualified education expenses includes expenses for higher education, as well as up to $10,000 per year in tuition in connection with enrollment or attendance at an elementary or secondary public, private, or religious school. | ||
The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | ||
MONTANA Achieve Montana | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers.
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The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers.
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The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | ||
The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | ||
The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | ||
NEW HAMPSHIRE UNIQUE College Investing Plan | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers.
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NEW JERSEY NJBEST 529 College Savings Plan | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers.
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NEW MEXICO The Education Plan | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | |
The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap. The state's definition also includes distributions directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. Distributions from a 529 account for K-12 expenses or for credentialing expenses are not considered qualified withdrawals for New York state tax purposes. | ||
NORTH CAROLINA NC 529 Plan | The state conforms with the federal definition of qualified education expenses, which includes expenses for higher education, apprenticeship programs, interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $10,000 per year in tuition in connection with enrollment or attendance at an elementary or secondary public, private, or religious school. Distributions from a 529 account directly to a Roth IRA are considered a qualified expense for state income tax purposes. | |
NORTH DAKOTA College SAVE (Direct) | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers.
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The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | ||
OKLAHOMA Oklahoma 529 | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | |
OREGON Embark | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap. The state's definition also includes distributions directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. Distributions from a 529 account for K-12 expenses or for credentialing expenses are not considered qualified withdrawals for Oregan state tax purposes. | |
PENNSYLVANIA Pennsylvania 529 Investment Plan | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | |
RHODE ISLAND CollegeBound Saver (Direct-sold) | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | |
SOUTH CAROLINA Future Scholar 529 College Savings Plan (Direct-sold) | The state conforms with the federal definition of qualified education expenses, which includes expenses for higher education, apprenticeship programs, interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 per year in tuition in connection with enrollment or attendance at an elementary or secondary public, private, or religious school. Distributions from a 529 account directly to a Roth IRA are considered a qualified expense for state income tax purposes.
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SOUTH DAKOTA CollegeAccess 529 (Direct-sold) | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | |
TENNESSEE TNStars College Savings 529 Program | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | |
The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | ||
UTAH my529 | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | |
VERMONT VT 529 | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap. The state's definition also includes distributions directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. Distributions from a 529 account for K-12 expenses or for credentialing expenses are not considered qualified withdrawals for Vermont state tax purposes.
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VIRGINIA Invest529 | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | |
WASHINGTON WA529 Invest | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | |
WEST VIRGINIA SMART529 Select | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | |
WEST VIRGINIA SMART529 WV Direct College Savings Plan | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. | |
WISCONSIN Edvest 529 | The state's definition of qualified education expenses currently includes expenses for attendance at an institution of higher education as defined by the Internal Revenue Code and its regulations addressing qualified state tuition programs, participation in an apprenticeship program, and interest and/or principal on qualified education loans up to a $10,000 lifetime cap, and up to $20,000 in K-12 tuition and other qualified expenses. The state's definition also includes distributions from a 529 account directly to a Roth IRA if the withdrawal follows all federal requirements for 529-to-Roth rollovers. |
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