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Get your taxes done using TurboTax
Well this thread is more now about excluding interest from a EE bond redemption than repaying loans from a 529 plan. I think I may have found the answer to my problem. It appears likely now that redeeming $62K of EE bonds has pushed us over the interest exclusion limits for the form 8815 so that we get no exclusion. Too bad. C'est la vie.
‎January 13, 2024
9:10 AM