# West Virginia HB 4768: Relating to updating definitions to incorporate federal law changes to qualified higher education expenses for purposes of 529 accounts

West Virginia HB 4768, Relating to updating definitions to incorporate federal law changes to qualified higher education expenses for purposes of 529 accounts, is a 2026 Regular Session House bill sponsored by Joe Statler (Republican); status signed, last action 2026-06-29 (Chapter 172, Acts, Regular Session, 2026) (as of 2026-11-04).

- Canonical: https://policyrisk.com/state-bill/WV-HB4768-2026rs
- As of: 2026-11-04
- Plain-text twin of the page above; the HTML and this file carry the same facts.

## Facts
- Bill: West Virginia HB 4768
- State: West Virginia
- Session: 2026 Regular Session
- Title: Relating to updating definitions to incorporate federal law changes to qualified higher education expenses for purposes of 529 accounts
- Status: signed
- Chamber: House
- Introduced: 2026-01-23
- Last action: 2026-06-29, Chapter 172, Acts, Regular Session, 2026
- Sponsor: Joe Statler (Republican)
- Cosponsors: 2
- Subjects: §18-30-3
- Touches household money: no
- Roll calls: 2 (130 yes, 0 no in all)
- Economic provisions PRIA read: 1

## Summary

No summary available.

## Bill overview: provisions PRIA read

- WV 529 rules match federal: benefit, low. Beginning June 10, 2026, West Virginia 529 plan terms follow federal IRS rules. “Qualified education expenses,” “distribution,” and “eligible school” mean the same as in federal law. This helps when you pay schools or file taxes for a WV 529. Eligible schools include colleges and qualifying K‑12 sc…

## Sponsors and cosponsors

- Sponsor: Joe Statler (Republican), House
- Cosponsor: Joe Ellington (Republican), House
- Cosponsor: Christopher W. Toney (Republican), House

## Roll call votes

| Date | Chamber | Motion | Result | Yes | No | Other |
| --- | --- | --- | --- | --- | --- | --- |
| 2026-03-12 | Senate | Passed Senate (Roll No. 489) | pass | 34 | 0 |   |
| 2026-03-02 | House | Passed House (Roll No. 238) | pass | 96 | 0 |   |

## Actions (33)

- 2026-06-29: Chapter 172, Acts, Regular Session, 2026 (House)
- 2026-03-30: Approved by Governor 3/27/2026 (House)
- 2026-03-25: To Governor 3/25/2026 (House)
- 2026-03-14: To Governor 3/25/2026 - Senate Journal (Senate)
- 2026-03-14: Approved by Governor 3/27/2026 - House Journal (House)
- 2026-03-14: Approved by Governor 3/27/2026 - Senate Journal (Senate)
- 2026-03-13: House received Senate message (House)
- 2026-03-12: On 3rd reading (Senate)
- 2026-03-12: Read 3rd time (Senate)
- 2026-03-12: Passed Senate (Roll No. 489) (Senate)
- 2026-03-12: Communicated to House (Senate)
- 2026-03-12: Completed legislative action (Senate)
- 2026-03-11: On 2nd reading (Senate)
- 2026-03-11: Read 2nd time (Senate)
- 2026-03-10: On 1st reading (Senate)
- 2026-03-10: Read 1st time (Senate)
- 2026-03-09: Reported do pass (Senate)
- 2026-03-04: Introduced in Senate (Senate)
- 2026-03-04: To Finance (Senate)
- 2026-03-04: To Finance (Senate)
- 2026-03-02: On 3rd reading, Special Calendar (House)
- 2026-03-02: Read 3rd time (House)
- 2026-03-02: Passed House (Roll No. 238) (House)
- 2026-03-02: Communicated to Senate (House)
- 2026-02-27: On 2nd reading, Special Calendar (House)
- 2026-02-27: Read 2nd time (House)
- 2026-02-26: On 1st reading, Special Calendar (House)
- 2026-02-26: Read 1st time (House)
- 2026-02-25: Do pass (House)
- 2026-01-23: Filed for introduction (House)
- 2026-01-23: To Finance (House)
- 2026-01-23: Introduced in House (House)
- 2026-01-23: To House Finance (House)

## Bill text

- Engrossed: [HTML](https://www.wvlegislature.gov/Bill_Text_HTML/2026_SESSIONS/RS/bills/hb4768 eng.htm), [PDF](https://www.wvlegislature.gov/Bill_Text_HTML/2026_SESSIONS/RS/bills/hb4768 eng.pdf)
- Enrolled: [HTML](https://www.wvlegislature.gov/Bill_Text_HTML/2026_SESSIONS/RS/bills/hb4768 enr.htm), [PDF](https://www.wvlegislature.gov/Bill_Text_HTML/2026_SESSIONS/RS/bills/hb4768 enr.pdf)
- Introduced Version: [HTML](https://www.wvlegislature.gov/Bill_Text_HTML/2026_SESSIONS/RS/bills/hb4768 intr.htm), [PDF](https://www.wvlegislature.gov/Bill_Text_HTML/2026_SESSIONS/RS/bills/hb4768 intr.pdf)

## Related bills

- HB 4452: To remove Mortmain restrictions on religious organizations (signed)
- HB 4354: Relating to necessity allowance (signed)
- HB 4390: Relating to the temporary payment to a kinship parent of a subsidy equal to that of a foster parent (signed)
- HB 4191: Relating to providing child care generally (became law)
- HB 4138: Relating to persons convicted of a crime (signed)
- HB 4106: Allowing constitutional carry for 18- to 20-year-olds (signed)

## Sources
- [Engrossed (HTML)](https://www.wvlegislature.gov/Bill_Text_HTML/2026_SESSIONS/RS/bills/hb4768 eng.htm)
- [Engrossed (PDF)](https://www.wvlegislature.gov/Bill_Text_HTML/2026_SESSIONS/RS/bills/hb4768 eng.pdf)
- [Enrolled (HTML)](https://www.wvlegislature.gov/Bill_Text_HTML/2026_SESSIONS/RS/bills/hb4768 enr.htm)
- [Enrolled (PDF)](https://www.wvlegislature.gov/Bill_Text_HTML/2026_SESSIONS/RS/bills/hb4768 enr.pdf)
- [Introduced Version (HTML)](https://www.wvlegislature.gov/Bill_Text_HTML/2026_SESSIONS/RS/bills/hb4768 intr.htm)
- [Introduced Version (PDF)](https://www.wvlegislature.gov/Bill_Text_HTML/2026_SESSIONS/RS/bills/hb4768 intr.pdf)

## Related
- [HB 4452: To remove Mortmain restrictions on religious organizations](https://policyrisk.com/state-bill/WV-HB4452-2026rs)
- [HB 4354: Relating to necessity allowance](https://policyrisk.com/state-bill/WV-HB4354-2026rs)
- [HB 4390: Relating to the temporary payment to a kinship parent of a subsidy equal to tha…](https://policyrisk.com/state-bill/WV-HB4390-2026rs)
- [HB 4191: Relating to providing child care generally](https://policyrisk.com/state-bill/WV-HB4191-2026rs)
- [HB 4138: Relating to persons convicted of a crime](https://policyrisk.com/state-bill/WV-HB4138-2026rs)
- [HB 4106: Allowing constitutional carry for 18- to 20-year-olds](https://policyrisk.com/state-bill/WV-HB4106-2026rs)
- [West Virginia bills](https://policyrisk.com/states/west-virginia/bills)
- [West Virginia state hub](https://policyrisk.com/states/west-virginia)
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Source: PRIA, https://policyrisk.com/state-bill/WV-HB4768-2026rs (as of 2026-11-04).