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College Savings
When Will I Receive My U.Plan Tax Paperwork?
Learn what does and does not trigger tax paperwork for the U.Plan, including when you may receive a 1099-DIV or a 1099-OID. …
College Savings U.Plan Prepaid Tuition program Tax Forms
By Jonathan Hughes    |
ABLE
Tax Incentives That Help Build ABLE Savings
Incentives include The Saver's Credit, The Earned Income Tax Credit, Contributions from a Trust, and the ABLE to Work Act. …
ABLE Attainable IRS Form 8888 Tax Forms
By Mary Rubenis    |
Paying for College
Tax Forms Related to Higher Education
We offer guidance on the 1098-T, 1098-E, 1099-DIV for U.Plan, and 1099-Q. …
Taxes Tax Forms 1098-T 1098-E 1099-DIV 1099-Q
By Meredith Clement    |