My dependent child will be attending the graduate program starting in January 2024. He has paid for the following during September through December 2023.
- Deposit towards fees for the first semester (2024) (paid in September)
- Laptop (required for school) (paid in November)
- Books (required for school) (paid in December)
Should these expenses be considered qualified expenses for 2023 or 2024? I understand that withdrawal must be made in the same calendar year as the calendar year of expenses. I would appreciate prompt response as he has only a few days to make the withdrawal if it must be made in 2023. Thanks.
