m67j66
Returning Member

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.