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Get the free Schedule OR-529, Oregon 529 College Savings Plan Direct Deposit for Form 40 Filers, ...

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Clear form Schedule Tax year Oregon 529 College Savings Plan Direct Deposit for Form 40 Filers OR-529 Last name First name and initial Social Security number (SSN) Spouse s/RDP s last name Spouse
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How to fill out schedule or-529 oregon 529

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How to Fill Out Schedule OR-529 Oregon 529:

Gather Necessary Information:

Before filling out Schedule OR-529, gather all the required information such as your personal details, social security number, and tax-related documents.

Download the Form:

Visit the official Oregon Department of Revenue website and download Schedule OR-529. Ensure that you have the most recent version of the form.

Personal Information:

Start by filling out your personal details including your name, address, and social security number. This information is important for identification purposes.

Dependent Information:

If you have any dependents who are eligible for education-related expenses, provide their information on the form. This may include their name, social security number, and relationship to you.

Contribution Details:

Indicate the amount you have contributed to your Oregon 529 college savings plan during the tax year. This information helps determine any applicable tax deductions or credits.

Verification and Signatures:

Review the information you have entered on the form to ensure accuracy. Sign and date the form to validate your submission. If you have a joint account-holder, they should also sign the form.

Attach Supporting Documents:

If necessary, attach any additional documents required to support your Schedule OR-529. This may include investment statements, receipts, or any other relevant financial records.

Who Needs Schedule OR-529 Oregon 529?

01
Schedule OR-529 is required to be filled out by individuals who have a 529 college savings plan in the state of Oregon.
02
If you have made contributions to your Oregon 529 plan during the tax year and wish to claim any applicable tax deductions or credits, you will need to complete this form.
03
Parents, guardians, or account holders who have dependents listed on their 529 plan and want to report eligible education expenses may also need to fill out this form.
Remember to consult the official instructions provided with Schedule OR-529 to ensure accurate completion of the form and compliance with Oregon state tax laws.
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Schedule OR-529 is a form used in Oregon to report contributions made to a 529 college savings plan.
Oregon residents who have made contributions to a 529 college savings plan during the tax year.
You can fill out Schedule OR-529 by providing information about your contributions to a 529 college savings plan.
The purpose of Schedule OR-529 is to report contributions made to a 529 college savings plan for tax purposes.
You must report the total contributions made to a 529 college savings plan during the tax year.
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