Hal_Al
Level 15

Education

No. To be a qualified distribution, the money must be withdrawn in the same calendar/tax year that qualified expenses were paid. Likewise, to be eligible for an exception to the 10% penalty, the distribution must be in the same year that the scholarship paid for expenses.

 

Some experts argue that  the withdrawals can be made any time prior to graduation, but you have missed that window also. 

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