Hello Carl:
Responding to the part of your response dealing with expenses that are NOT eligible as qualified 529 withdrawals, can I include certain fees which are not "sports or club activity fees, and many other types of fees that may be charged to your students but are not required as a condition of enrollment" but appear to be essential for enrollment , such as:
- Community Services
- Student Services
- Health Services
These do not appear to be personal preferences (such as sports or club activity fees), but something equally applicable to all incoming students. I don't know how we could actually refuse to pay these items listed above, and still have the student attend.
Thus, is it OK, in your opinion, to include these as QEE reimbursable from a 529 plan? (I do realize that Pub. 970 does not mention fees of this, or any other type in its list on page 51 (2017 version).
Thanks again. Happy New Year!
