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Education
Checking one more piece...
My student isn't otherwise required to file a tax return. I should go through the motions of entering his tax return (including the 1099-Q and the expenses), to be sure he doesn't have a liability for over-withdrawing from the 529. If I kept the 529 disbursements low enough that he has no "unearned income" to declare from the 529, he needn't file a return with the IRS. Right?
‎November 17, 2021
3:20 PM