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Don't Miss the April 17th Tax Deduction Deadline

You may be eligible to deduct up to $10,000 ($20,000 for married couples filing jointly) from your 2011 Oklahoma State income by contributing to the Oklahoma 529 College Savings Plan (OCSP). (Recapture provisions apply.)* While contributions made prior to April 17th are eligible for deduction on the preceding year's tax return, all contributions are credited based on the calendar year received. However, we will gladly credit your pre-April 17th contributions to the previous calendar year upon request.

  • Contribution checks postmarked by April 17th are credited as a current year (2012) contribution unless the account owner specifies otherwise.
  • Phone contributions made prior to 4:00 p.m. (ET) on April 17th are credited as a current year (2012) contribution unless the account owner specifies otherwise.
  • Contributions made online or through ACP (Automated Contribution Plan) by 4:00 p.m. (ET) on April 17th are automatically credited as a current year (2012) contribution.

Please review your confirmation statements and quarterly statements upon receipt to ensure the contribution year is correct for your records. Account owners who would like to change their contribution year, may do so by contacting an Oklahoma 529 College Savings Plan specialist at 1-877-654-7284 or in writing to the Oklahoma 529 College Savings Plan, P.O. Box 8193, Boston, MA 02266-8193, by December 31, 2012.

*Please read the Disclosure Booklet for full details on the state tax deduction guidelines.

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