FAFSA and CSS Profile have different rules on what needs to be reported in the investment lines of their applications. Use this calculator to get the correct total to report for each application.
NOTE: The new 2024-25 FAFSA rules for reporting 529 Plans require you to only report 529 Plan amounts for the student applicant. You should no longer include 529 Plans amounts for other members of the family.
For all amounts, report balances or values on the date of filing.