I am referring to a refund which in a way (in my mind) acts similar to a distribution, since it covers expenses from the PREVIOUS year.
"Refunds received after 2021 but before your income tax return is filed. If anyone receives a refund after 2021 of qualified education expenses paid on behalf of a student in 2021 and the refund is paid before you file an
income tax return for 2021, the amount of qualified education expenses for 2021 is reduced by the amount of the refund."
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
