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Education
Will do on the AOTC credit, on this:
You also want to work on gathering your other expenses (R&B, books etc), so we can see where we stand; ideally before you file your return.
The total disbursement from her 529 plan for qualified expenses in 2022 was $22,351.66. We used that account to pay for everything. So I believe the amount for room/board and books/supplies would be that total, minus the amount allocated for tuition last year.
‎April 11, 2023
4:25 AM