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Education
Keep your income under $160,000. There is a phase out from 160K to 180K. Take $4000 less than your actual expenses from your 529 plan, so you can count $4000 for the AOTC. That gets you the full $2500 AOTC without paying any tax on the 529 earnings distribution.
‎February 10, 2023
9:14 AM