Backpack

What are qualified higher education expenses?

Learn how to use 529 funds to pay for your child's room and board throughout the year, as long as they are enrolled at least half-time.

Can I pay for room and board all year long or only while my child is in school?

Are there tax implications for using 529 funds with Backpack?

Find out how 529 Purchase Protection offers support and documentation in case of an IRS audit.

What do I do if I get a notice letter from the IRS about my 529 spend?

Understand the steps to claim reimbursement for taxes and penalties imposed by the IRS under the 529 Purchase Protection plan.

What if the IRS still imposes taxes or penalties?

Who gets the 1099-Q statement for qualified withdrawals?

Common tax questions about 1099-Q and 1098-T forms for 529 account owners using Backpack.

Common Tax Questions for 529 Account Holders

Learn how to re-contribute funds back to a 529 plan.

How do I re-contribute funds from my Backpack account to my 529 plan?

Know what counts as a qualified expense and use your 529 funds responsibly

529 Plan Guidance

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