Nonpartisan civic infrastructure
AllCiv·Legis1
·

S. 5227

BillFederalSenateIn Committee
A bill to amend the Internal Revenue Code of 1986 to allow certain distributions from long-term qualified tuition programs for first home purchases, and for other purposes.
About This Bill
Committee
Latest Action · August 4, 2026
Read twice and referred to the Committee on Finance.
Congress
119th (2025–2027)
Introduced
August 4, 2026
Cosponsors (1)
1D 0R
View PDF ↗

Summary

Highlight any text to annotate
This bill allows people to withdraw money from 529 college savings accounts for their first home purchase without the usual tax penalties that normally apply to non-education withdrawals. To qualify, the account must have been open for at least 15 years, and the funds being withdrawn must have been in the account for at least five years before the withdrawal. First-time homebuyers can withdraw up to $35,000 total across their lifetime from these accounts, and they have 60 days to use the funds to buy a principal residence. If the home purchase falls through, the withdrawn funds can be returned to a 529 account or an ABLE account within 120 days. However, if the homebuyer sells the house or stops using it as their primary residence within five years, they will have to repay the tax benefits they received, though this penalty decreases by 20 percent for each year they keep the home.

Take Action

Your position
Add a comment
to comment on this bill.
Annotate the text
Highlight any passage on the Summary or Full Text tab to attach a note. Annotations appear on the Annotations tab.