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Review 529
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Update to West Virginia Tax Treatment:

In 2021, the West Virginia Legislature passed a law that amended the definition of “Qualified Education Expenses” in the West Virginia Code Section 18-30-3 to include expenses treated as “qualified higher education expenses” in Section 529 of the Internal Revenue Code. As a result, Apprenticeship Expenses are now deemed Qualified Education Expenses (also known as Qualified Higher Education Expenses in the Offering Statement) for purposes of West Virginia tax treatment. All references to Apprenticeship Expenses in the Offering Statement are updated accordingly.

As always, we encourage you to consult a qualified tax professional about your personal situation.

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