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Education
It is taxable in the year of the distribution not the year you turn 30. https://www.irs.gov/taxtopics/tc310
The reason it is not auto closed/distributed in the year the bene turns 30 is the possibility to roll it to another bene ... read the rules starting on page 50 ... https://www.irs.gov/pub/irs-pdf/p970.pdf
‎December 12, 2020
7:54 AM
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