College Savings
How to Easily Transfer Your Tax Refund into Your 529
Transfer your funds by completing Form 8888 using your online tax software, listing the accounts into which you would like your refund deposited, and attaching the form to your federal income tax return.

- Simply locate and complete Form 8888 using your online tax software or by printing the form here and filling it in (if you’re completing your taxes by hand)
- List up to three separate accounts into which you would like your refund deposited, including your 529 account, and the amount of your refund that you would like transferred into each.
- Attach the form to your federal income tax return, either electronically or by hand.
Using Form 8888 allows you to work with money that you didn’t have yesterday (and therefore won’t miss in other areas of your life). And it’s a free, simple way to grow your college savings account. Need more ideas on how to grow your college savings this season? Check out our College Savings Tips for Winter Months.

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