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Article: Utah UESP
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Article ID: 34550
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Utah Educational Savings Plan (UESP) 529 Plan Addback
If you withdrew an amount from a Utah Educational Savings Plan (UESP) 529 account but did not spend it for qualified higher education costs, that amount must be added back to income to the extent the amount was deducted or used in calculating the UESP credit on the current or a previously filed Utah tax return. A UESP account owner will receive form TC-675H, Utah Educational Savings Plan Tax Statement of Contributions, Withdrawals, and Transfers, from UESP. Keep this form with your records. If you have any questions about UESP, call 801-321-7188 or 1-800-418-2551, or visit
Utah Educational Savings Plan (UESP) 529 Plan Credit
If a qualified contribution was made to your Utah Educational Savings Plan (UESP) 529 account, you may claim a nonrefundable credit. To qualify, the contribution must be made during the taxable year and not deducted on your federal return.
If filing as an individual, the credit is 5% of contributions made (up to $1,740) per beneficiary during the tax year, with a maximum credit of $87 per beneficiary.
If married filing jointly, the credit is 5% of contributions made (up to $3,480) per beneficiary during the tax year, with a maximum credit of $174 per beneficiary. If both you and your spouse receive a TC-675H form for contributions for the same beneficiary, you must limit your total tax credit to $174 for that beneficiary.
A UESP account owner will receive form TC-675H, Utah Educational Savings Plan Tax Statement of Contributions, Withdrawals, and Transfers, from UESP. Your allowable credit is shown on line 1A or line 1B, whichever applies. Enter this credit on TC-40A, Part 3, using code 20.
Keep form TC-675H with your records. If you have any questions about UESP, call 801-321-7188 or 1-800-418-2551, or visit
Note: Any credit that is more than the tax liability may not be carried back or forward.
UESP Refund Election
If you elect to have your refund sent to your UESP account(s), do not enter anything on lines 43 and 44.
You may have your entire refund automatically contributed to a Utah Educational Savings Plan (UESP) 529 account by enter an "X" on line 45. Partial refunds are not allowed. The refund will be sent to UESP along with your name, address, and social security number as identification.
UESP will deposit your refund into your UESP account(s). If you have multiple UESP accounts under your social security number, your refund will be divided equally among all your accounts. Both social security numbers from a joint return will be matched to existing UESP accounts for dividing the refund.
If you do not have a UESP account, UESP will send you an Account Agreement to open an account. If you do not return the signed agreement within the time frame UESP designates, your refund will be returned to you by UESP without interest or earnings.
NOTE: Your refund will not be deposited to your UESP account until your return has completed processing, which may take up to 90 days. Any outstanding federal or state debt you owe may be subtracted from your refund before it is deposited into your UESP account(s). The refund will be treated as a current year contribution in the year deposited.
For more information on UESP accounts, call 801-321-7188 or 1-800-418-2551, or visit
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