1040 States: Tuition Savings Program (529 Plan)

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Some states allow a credit or deduction on the state return when you make contributions to a qualified tuition program. To calculate the adjustment on the state return, go to the federal 1099Q screen in the Educate folder and enter the postal code in the State field, the Amount contributed in current year, and any additional data entry specified in the table below. If a state is not listed, it does not require additional data entry or it does not allow an adjustment on the state return. 

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State Program/plan Additional Data Entry Notes
Alabama PACT or College Education Savings Program Enter State use code 23
Arizona 529 College Savings Plans Enter State use code 24. Part-year residents also need to enter the amount of contributions made during the period of residency on the AZAdj screen. Nonresidents are not allowed a subtraction.
Arkansas Tuition Savings Program Enter State use code 5 and the Account Number. Taxpayers are allowed to apply all or a portion of their refund to an Arkansas Tax Deferred Tuition Savings Program account. This can be done by entering the amounts on the ARGen screen in the General folder.
Colorado Tuition Program Contribution Enter State use code 24 and the Account number. To apply a refund to a 529 plan account, enter the State of CO, State use code of 24, and Account number for Direct Portolio and Smart Choice accounts.
Connecticut Higher Education Trust Enter State use code 13 and the Account number. The account number and beneficiaries name will transfer to the CTBank screen. Enter the account type and amount of refund to apply on the CTBank screen in the General folder.
District of Columbia 529 College Savings Plan Enter State use code 24
Georgia Higher Education Savings Plan Enter State use code 24
Idaho 529 College Savings Program Enter State use code 24
Illinois Bright Start College Savings Pool Enter State use code 6 and the 10 digit Account number. Prior year return deposits, state use code 6 and the account number proforma to this screen.
Bright Directions College Savings Pool Enter State use code 14 and the 9 digit Account number. Prior year return deposits, state use code 14 and the account number proforma to this screen.
College Illinois Prepaid Tuition Program Enter State use code 7.
Indiana 529 College Savings Plan Enter State use code 16 and the Account number. Account numbers must be 11 digit's beginning with 61, 62 or the 10 digit account number that starts with 200, 201, or 208 to claim the credit. Do not include letters or other non-numeric characters in the account number.
Iowa Educational Savings Trust Enter State use code 10. Amounts contributed in the current year are limited per beneficiary, per taxpayer and spouse on the Iowa 529 Contribution Limitation Worksheet.
Kansas 529 College Savings Plan Enter State use code 24 and the 11 digit Account number. Prior year return deposits, State use code of 24, and Account number will proforma to this screen.
Louisiana START Savings Program Enter State use code 24. If the refund contribution is not entered on the federal 1099Q screen, mark the Include refund contributed on the Income Exclusion Worksheet field on the LAAdj screen. Prior year refunds contributed are proforma'd to the LAAdj screen for reference.
Maryland Prepaid College Trust Enter State use code 18 and the 8 digit Account number. Maryland allows a subtraction up to $2,500 for each contract purchased under the Maryland Prepaid amounts contributed to investment accounts for the same beneficiary under the Maryland College Investment Plan and the Maryland Broker-Dealer College Investment Plan. Any excess amounts may be transferred to subsequent consecutive taxable years until the full amount of the payment or contribution has been allowed as a subtraction for a prepaid college trust or the 11th year of a college investment plan account. Enter carryover information in the College savings plans prior years carryover statement on the MDAdj screen in the Income & Adjustments folder.
College Investment Plan Enter State use code 19 and the Account number.
Massachusetts Prepaid Tuition Plan Enter State use code 25.
529 College Savings Program Enter State use code 26.
Michigan Education Savings Program (MESP) Enter State use code 3.
Education Trust (MET) Enter State use code 4.
Minnesota Education Savings Account Contributions Enter State use code 24 and the Account number.
Mississippi Prepaid Affordable College Tuition (MPACT) Enter State use code 1.
Affordable College Savings (MACS) Enter State use code 2.
Missouri 529 College Savings Plan Enter State use code 24.
Montana Family Education Savings Account Enter State use code 22.
Nebraska 529 College Savings Plan Enter State use code 20.
New Mexico 529 College Savings Plan Enter State use code 11.
New York 529 College Savings Plan Enter State use code 24 and the 11 digit Account number. Note that these instructions are for New York residents only; nonresidents and part-year returns should use the NYAdj screen.
North Dakota College SAVE Account Enter State use code 17.
Ohio CollegeAdvantage 529 savings plan Enter State use code 24. Prior year return deposits, State use code of 24 and Account number proforma to this screen.
Oklahoma 529 College Savings Plan Enter State use code 8.
Oregon 529 College Savings Plan Enter State use code 24. Amounts contributed in the current year are limited to the maximum allowed by the state for the year. Amounts not used in the current year are transferred forward on the Oregon 529 College Savings Contribution Carryover Worksheet for four years.
Pennsylvania 529 Tuition Account Program Enter State use code 24 and the 11 digit Account number. For part-year and nonresident returns, use the PA529 screen in the Income & Adjustments folder to allocate an amount the applies only to the Pennsylvania return.
Rhode Island Tuition Saving Program Enter State use code 24.
South Carolina College Investment Program (Future Scholar and Tuition Prepayment Program. Enter Type of account option 2.
Utah Educational Savings Plan (UESP) Enter State use code 15.
Virginia 529 College Savings Plan Enter State use code 24 and the Account number.
West Virginia Prepaid Tuition/Savings Plan Enter State use code 24.
Wisconsin 529 College Savings Plan Enter State use code 24.

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