- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
Has there been a change in IRS guidance for this? To make a tax free W/D from the 529, the W/D has to happen the same year as the expense. To my knowledge the only exception to the calendar year timing rule relates to claiming the AOTC credit.
‎February 26, 2024
7:47 AM