FOR PROFESSIONALS

Technical resources library

Links to important documents, developments, and government/private resources concerning higher education and college savings. (Premium Service members only.)

Official Tax Sources

Links

»IRS Publication 970 - Tax Benefits for Higher Education (.pdf) - the official IRS guide to education tax benefits
- Online Version of IRS Publication 970

»Form 1099-Q - Payments From Qualified Education Programs (Under Sections 529 and 530). Most recent version. Instructions to payers are found here.

»Internal Revenue Service - the IRS web site contains all federal forms, notices, publications, etc.

»Thomas - A legislative service of the Library of Congress displaying bills introduced in Congress and laws enacted.

»U.S. Code - Includes Internal Revenue Code (see Title 26).

»Code of Federal Regulations - Includes tax final regulations. Proposed and recently adopted regulations may be found in the Federal Register.

»IRC Section 529 - Qualified Tuition Programs.

»Sec. 529 Proposed Regulations - IRS released proposed regulations on qualified state tuition programs on Aug. 28, 1998. Final regulations have never been issued.

»IRC Section 530 - Coverdell Education Savings Accounts

»SisterStates Tax Directory - Links to every state's official tax website.

»IRS Notice 2003-53 - Provides guidance regarding certain reporting requirements and transition rules applicable to Coverdell education savings accounts.

»IRS Notice 2001-81 - eliminates the requirement to verify use of 529 distributions and establishes new reporting rules for distributions and rollovers

»IRS Notice 2001-55 - permits annual investment changes in 529 accounts.

Documents & Releases

»Present Law and Analysis Relating to Tax Benefits for Higher Education - prepared by the staff of the Joint Committee on Taxation (April 28, 2008).

»IRS Advance Notice of Proposed Rulemaking - 529 regulations IRS notice describes anti-abuse rules to be incorporated into forthcoming proposed regulations.

Pick category of interest below

» Official Tax Sources
» Industry & Regulatory
» 529 Analysis, Planning & Commentary
» Financial Aid
» Higher Education Policy

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Free for Ameriprise Financial, Commonwealth Financial, Morgan Stanley, Raymond James and RW Baird.

Ameriprise Financial instructions

Consult with your office/branch manager for instructions.

Commonwealth Financial instructions

Commonwealth Financial Advisors, you will find your Savingsforcollege.com portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.

LPL Financial instructions

Visit the Education Planning page in the LPL BranchNet Resource Center to access your Savingforcollege.com portal.

Morgan Stanley instructions

Visit Tools and Forms in the Education Savings Products page in 3DResources to access your Savingforcollege.com portal.

Raymond James instructions

Visit the 529 Plan Resource Center on RJ Net to access your Savingforcollege.com portal.

RW Baird instructions

Visit the 529 Department page on BairdWeb to access your Savingforcollege.com portal.

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