Hal_Al
Level 15

Education

Q. Are there tax consequences on transferring 529 education savings plan to ex wife?

A. No.

 

If you were the beneficiary, and she became the new beneficiary, that is just a beneficiary change with no tax consequences, if the new beneficiary is a related person (spouse or ex spouse is). 

 

If you were the owner, and she became the new owner, that is just an owner change with no tax consequences.