Income tax center

Information and worksheets relating the federal income tax reporting of distributions from 529 plans.(Premium service members only.)

[Excerpts from Chapter 3 of The Best Way to Save for College – A Complete Guide to 529 Plans (2013-14 Edition)]

IRS Publication 970 Tax Benefits for Education

Form 1040 U.S. Individual Income Tax Return

Form 1040 Instructions (see page 29)

Form 5329 Additional Taxes on Qualified Plans and Other Tax-Favored Accounts

Form 5329 Instructions (see page 3)

Worksheet developed by for determining taxable amount of 529 plan distributions

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Free for Ameriprise Financial, Commonwealth Financial, Morgan Stanley, Raymond James and RW Baird.

Ameriprise Financial instructions

Consult with your office/branch manager for instructions.

Commonwealth Financial instructions

Commonwealth Financial Advisors, you will find your portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.

LPL Financial instructions

Visit the Education Planning page in the LPL BranchNet Resource Center to access your portal.

Morgan Stanley instructions

Visit Tools and Forms in the Education Savings Products page in 3DResources to access your portal.

Raymond James instructions

Visit the 529 Plan Resource Center on RJ Net to access your portal.

RW Baird instructions

Visit the 529 Department page on BairdWeb to access your portal.


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