529 Ledger support
Help with your 529 records.
529 Ledger helps organize students, accounts, expenses, withdrawals, matching records, documents, and tax-year records locally.
Common help topics
Students and accounts
Add students and connect their 529 accounts, then record the education activity associated with them.
Expenses and withdrawals
Record both sides of the workflow and match a withdrawal to an expense, including a partial allocation where appropriate.
Documents and backup
Attach supporting documents to expenses or tax-year records. Create a portable backup from Settings and restore from a validated backup file.
Reminder: 529 Ledger is not tax or legal advice and does not determine legal qualification or guarantee tax treatment.
Contact support
Email [email protected]. Do not email account numbers, tax records, documents, or other sensitive information.