Hal_Al
Level 15

Education

@daveneedsanswers  You can withdraw the full $5600, as long as you have some other "education related" expenses for the $600 HERF.  As you surmised, they can be expense that don't qualify for a 529 plan distribution.  In the original poster's case, it was  "healthcare/mental care/child care".

 

I know of no IRS provided  authoritative answer to these questions.  The expenses just appear to be needed to allow you to pursue education.  I think transportation (gas) would even qualify.

 

It is not necessary to match the actual funds to actual expenses.  You just need to have expenses in those amounts during the same calendar year.