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Retirement tax questions
Once you delete this first form, you can enter the second form, if it will be taxable. If all of it was used on 529 qualified Room and Board and Qualified Education Expenses - Internal Revenue Service, it should not be entered.
IRS Publication 970, Tax Benefits for Education states:
Page 45: Don't report tax-free distributions (including qualifying rollovers) on your tax return.
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‎April 13, 2025
9:18 AM
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