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Education
I am the recipient (parent) my son is the beneficiary. If we didn't take any tax credit (AOTC) or receive any scholarships, isn't the total 529 withdrawal the AQEE? Is it usually recommended to have the recipient be the student so if there is any taxable portion it would go on their tax return and if they have no other income they would not owe any tax?
‎February 15, 2021
3:59 PM