@Hal_Al
@NCperson
@QRFMTOA wrote:
If he sent me receipts for his unqualified educational expenses and I reimbursed him from his 529 account, is he responsible for any penalties and taxes, or am I?
Sorry, I should have been more clear. The question above should have read...
If he sent me receipts for his unqualified educational expenses and I requested the plan administrator send a disbursement check directly to him, is he responsible for any penalties and taxes, or am I?
Sorry for the ambiguity.
QRFMTOA
