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Education
Thank you for that info. His 1098T has nothing in Box 5. We paid the university directly and pulled funds from the 529 account to reimburse us. Yes, we used 529 funds for room and board. I have seen the cost of attendance sheet for his school so I am aware of those numbers. It just feels like if his college expenses were paid 100% by his 529 account that it wouldnt be appropriate to take an education credit. Thanks again!
‎February 22, 2023
10:16 AM