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Per the Indiana CollegeChoice529 FAQs on 529s webpage:

What is CollegeChoice 529?

CollegeChoice 529 is a Section 529 plan offered by the Indiana Education Savings Authority (Authority). Ascensus Broker Dealer Services, Inc. serves as the Program Manager. Ascensus Broker Dealer Services, Inc. and its affiliates (Ascensus) have overall responsibility for the day-to-day operations including investment advisory, recordkeeping and administrative services, and marketing. CollegeChoice 529 is designed to help individuals and families save for college in a tax-advantaged way and offers valuable advantages including tax-deferred growth, generous contribution limits, attractive investment options, and professional investment management.

To complete Schedule IN-529:

  1. From within your TaxAct return (Online or Desktop), click State, then click Indiana (or IN). On smaller devices, click in the upper left-hand corner, then click State.
  2. Click Credits & Payments in the Indiana Quick Q&A Topics menu to expand, click Offset Credits to expand, then click CollegeChoice 529 Savings Plan Credit.
  3. Continue with the interview process to enter all of the appropriate information.

See the Indiana DOR Information Bulletin #98 on the subject of Indiana CollegeChoice 529 Education Savings Plan for more information.

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the document at the time it is accessed.


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