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HR 808119th CongressIn Committee

Fairness for the Trades Act

Introduced: Jan 28, 2025
Standard Summary
Comprehensive overview in 1-2 paragraphs

Fairness for the Trades Act would expand how 529 college savings accounts can be used. It adds a new category of qualified higher education expenses called “Qualified Business Trade Expenses.” Under the bill, funds in a 529 account could cover (or reimburse) certain equipment purchases that a beneficiary buys for use in a qualified trade field. The property must be tangible, depreciable (not a building), and used in a field described by a specified list of NAICS codes that cover various trades and occupations. The intended effect is to make 529 funds more usable for individuals pursuing vocational and trades training, not just traditional college education. The changes apply to expenses paid in taxable years beginning after the bill’s enactment.

Key Points

  • 1Creates a new category: “Qualified Business Trade Expenses” as part of qualified higher education expenses in 529 accounts.
  • 2Defines the core concept: “qualified post business trade expenses” are amounts paid by the designated beneficiary for specified business property used by the beneficiary in a qualified trade field.
  • 3Defines “specified business property”: tangible property (other than buildings) that is depreciable for tax purposes.
  • 4Defines “qualified trade field” via a long list of NAICS codes, covering a broad set of trades and related industries (e.g., construction, maintenance, repair services, equipment-oriented fields, etc.).
  • 5Effective date: the amended rules apply to expenses paid in taxable years beginning after enactment.

Impact Areas

Primary group/area affected: Beneficiaries of 529 plans who pursue trades or vocational education and the family members who fund those plans. This broadens the use of 529 funds beyond traditional degree-focused education to include purchasing training-related equipment.Secondary group/area affected: Vendors and suppliers of depreciable, tangible equipment used in the covered trades; educational institutions and programs focused on vocational training; financial advisers and plan administrators who manage 529 accounts.Additional impacts:- Potentially greater utilization of 529 accounts for a wider range of education-related expenses, especially for hands-on or equipment-intensive training.- Tax/penalty considerations remain subject to existing 529 rules if distributions aren’t used for qualified expenses; the bill itself does not change penalties but expands what qualifies.- Some trades or educational programs not captured by the specific NAICS codes listed could be excluded, depending on how the codes are applied in practice.
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