Where are my tax documents?
- If you took a withdrawal or a rollover from your NC 529 Account in 2020, you will receive an IRS Form 1099-Q tax document. Here’s where to find it.
- If you did not take a withdrawal (qualified or nonqualified) or you did not rollover funds out of an NC 529 Account, you will not receive a tax document.
Save for education, save on taxes!
A 529 Account is a tax-advantaged way to save and invest for education. 529 funds can be used for two- and four-year colleges, K-12 tuition, certain student loan payments, and more.
Why Use an NC 529 Account?
There are no enrollment fees or sales charges to open an NC 529 Account which means you can put more of your earnings toward your education savings.Program Highlights