KrisD15
Expert Alumni

State tax filing

You may need to verify if the contribution meets the rules for a 529 contribution or a charity contribution. 

It was unclear to me whether UGifts acts as a non-profit charity or as the account administrator for the contributions to the 529 accounts from their website. 

If it is a charity, the contributions would be reported as charitable contributions on the federal return. 

If it is a 529 contribution, you would report that on the state's return if the state offers a credit. 
I suggest you contact UGift for clarification and to obtain their EIN for tax reporting. 

 

@Thinking44

@Tur06

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