What is a Montana 529 or 529A account?

You can choose to contribute a portion of your refund to a 529 Family Education Savings account or a 529A Achieving a Better Life Experience (ABLE) account.

If you choose to make a deposit to one or both of these accounts from your tax refund, you must make a minimum deposit of $25. If the amount you elect to deposit exceeds your available refund for any reason, the deposit will be cancelled and any remaining funds will be refunded to you.

For more information, see the contact information below:

Montana Family Education Savings
Achieve Montana website 
ClientService@AchievingMontana.com
877-486-9271

Montana Achieving a Better Life Experience
National ABLE Alliance website 
888-609-3461

Free federal for everyone

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