Learn what does and does not trigger tax paperwork for the U.Plan, including distributions, interest earned prior to bond purchase, and accruing post-maturity interest. …
By Jonathan Hughes    |
Incentives include The Saver's Credit, The Earned Income Tax Credit, Contributions from a Trust, and the ABLE to Work Act. …
By Mary Rubenis    |
We offer guidance on the 1098-T, 1098-E, 1099-DIV for U.Plan, and 1099-Q. …
By Meredith Clement    |