Questions & Answers

What is a Utah my529 Plan?

Previously called the Utah Education Savings Plan (UESP), my529 is a state run investment program that allows participants to receive tax benefits when saving for education costs. A my529 account holder should receive Form TC-675H, my529 Tax Statement for Contributions, Withdrawals, and Transfers. Keep this form with your records.

Your my529 Plan can impact your Utah taxes if you have my529 Plan Addback or claim the my529 Plan Contributions Credit.

If you have any questions about Utah my529, call 1-800-418-2551 or visit the Utah my529 website.

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