Hal_Al
Level 15

Education

From Pub 970 (page 60: To determine if total distributions for the year are more or less than the amount of qualified education expenses, you must compare the total of all QTP distributions for the tax year to the adjusted qualified education expenses.

 

See previous discussions:

 

https://ttlc.intuit.com/community/college-education/discussion/529-provider-distributed-funds-on-12-...

 

https://ttlc.intuit.com/community/college-education/discussion/i-took-a-529-distribution-in-2021-for...

 

https://www.savingforcollege.com/article/timing-of-529-plan-distributions-must-match-qualified-expen...  

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